COO Diagnostic - The Visionary Group

Explore How Others Would Value Your Firm

What is your firm worth to a buyer, merger partner or succession candidate? Understanding how others view your firm enables you to modify the drivers that increase your potential and refine items that detract from your value.

Let our professionals analyze your firm’s operations and growth possibilities. We will uncover ways to increase the value of your practice. Visionary profiles hundreds of firms annually. We know exactly what to look for and how to better prepare a firm for future growth or to become saleable when the time is right.

Examples of What the Diagnostic Will Cover

Analyze. Financial performance with an outside set of eyes.
Identify. Your value drivers, opportunities and potential weaknesses.
Investigate. Operating cost reduction opportunities.
Assess. The strengths of your succession plan or the potential to develop one.
Demonstrate. How to look differently at an M&A candidate to bring into your firm.
Align. Your growth plan to the identified value drivers, opportunities and weaknesses.
Examine. Client mining possibilities.

Begin A Conversation

For complete details on the diagnostic, contact our team today to schedule your COO Diagnostic. Discover how simple it can be to identify potential major opportunities.

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