CPA Firm Partners

Implementing Firm Vision

Lack of time and people resources are the biggest obstacles challenging most Managing Partners. Visionary adds the time and resources back into your firm to maintain a steady implementation of activities with referral partners and selective direct prospects, as well as expanding advisory services to add client value by cross-selling or mining existing clients.

Visionary builds firm value by focusing on activities that matter. We implement go-to-market actions that add material value and teach professionals how to think like a consultant.

Great Firms Adapt as Their Environment Evolves.

Visionary provides the best ideas of other firms, measures your specific needs and opportunities, and helps your leadership implement strategic growth. Growth that adds top line revenue, bottom line profits and strengthens your succession team.

Innovative Outsourced Leadership.

You can hire internally or engage The Visionary Group. The difference is Visionary has 25 years of extensive CPA firm growth experience and comes with a team of professionals who understand CPA M&A, succession, organic growth, client mining, websites, and social media. There are many qualified advisors to the industry, but we are one of the few that can provide the comprehensive solution we have developed.

We Understand the Drivers that Add and Detract from Value.

Our approach is to build firm value by increasing your advisory focus and using targeted referral partners and prospect outreach. We help firms with value pricing and evaluate their internal succession strengths and weaknesses.

Adapt or Die Evolutionary Thinking

  • Custom Buy & Sell Side M&A Searches
  • Upward Firm Mergers
  • Internal Succession Assessments
  • Next Generation Development
  • Chief Growth Officer Role
  • Outsourced Advisory Officer Role
  • Industry & Service Niche Development
  • Referral Partner & Selective Prospect Outreach
  • Existing Client Mining
  • Managing Partner Roundtables & Retreats

Conduct Our Rapid Growth Accelerator

Discover How to Achieve Your Goals Today

No automated emails or chatbots, you will always speak with a real person. All conversations are confidential. Visionary can provide you with a NDA at your request

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