Retain & Add Members

Keeping Members Engaged

Knowledge Transfer. Our entire client base is the CPA profession. When speaking with your members, we provide ideas to help them grow and overcome obstacles. Our sessions are customized based on what you feel your members need. We do not charge to speak and have spoken to audiences in excess of 1,000 participants.

Presentation Style. We never sell when we present. Our sessions are interactive and can be in a large group conference format, roundtables, or workshops. We bring the audience into discussions, deliver deep industry insight, and provide an engaging and entertaining participant experience.

Industry Leading Sessions

Sessions. Below are examples of the types of topics we can discuss with your members. Please reference our home page for some of the places we have spoken. Our content evolves with the industry.

  • M&A of CPA Firm & Non-Accounting Businesses
  • How Private Equity is Changing the Market
  • Understanding How to Value a CPA Firm
  • Partnership Buy-ins
  • Creating an Advisory Center
  • Developing High Value Niches
  • Evaluating Your Internal Succession Plan

Member Evolution. Staffing will get worse. Less applicants sitting for the CPA exam combined with retiring CPAs will make it difficult for heavily compliance-based firms to survive. We will provide stimulating ideas to help firms push into new areas while still maintaining a profitable compliance revenue flow.

Explore Your Growth or Transition Options

Visionary is an industry leading consultant. We know how to build the enterprise value of a firm, source & close M&A transactions, address succession needs, and become the resource to help firms grow or transition.

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