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.

Minimize Client Loss Post COVID-19
Minimize Client Loss Post COVID-19 Many clients will experience poor Q1 revenues. Some may experience possible business ending revenue issues. Clients will be looking to managing costs and will need to establish a plan to restore lost value and return to their prior profit levels. How can you protect your firm and help clients? Proactively…
March 17, 2020
Will coronavirus create risk or opportunity for your firm?
Will coronavirus create risk or opportunity for your firm? The economics are clear. Schools are closing, businesses are telling people to work from home. Corporations are predicting lower earnings, which will lead to layoffs. Restaurants, movie theaters, bars and tourism-related companies are all predicting revenue losses. Some businesses will suffer, while others will flourish. The…
March 11, 2020
Accounting Today: Monetize Clients While Building Their Value
The president of The Visionary Group, Bob Lewis was recently featured in Accounting Today. Monetize Clients While Building Their Value This is what CPAs should be focused on. The client’s perceived value is not in compliance. It is in how they can use you to build the value of their business, help them make more…
January 21, 2020
Accounting Today: So, you failed your succession test. Now what?
The president of The Visionary Group, Bob Lewis was recently featured as a Succession Planning expert in Accounting Today. So, you failed your succession test. Now what? So, you failed your succession test. (Take the test here). Now what do you do? This is not a comfortable place. You have three options: Read More…
December 23, 2019