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.
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.