Mergers & Acquisitions


M&A is A Survival Tool

Independence Options are Shrinking. M&A was primarily used for growth, but it morphed into a survival skill. Whether you are new to M&A or experienced in transactions, we will lead your M&A efforts. Our team identifies opportunities, starts conversations, asks hard questions, qualifies, and closes deals.

Buy/Sell/Merge. We provide buy and sell side representation and conduct searches to identify accounting and advisory firms that may need to sell or grow through a merger or acquisition. If you need to sell or merge up, we will help you find the right home.

Why So Much Activity?

  • Labor shortages
  • Aging and exiting Baby Boomers
  • Succession concerns
  • Resource investments in outsourcing, advisory, and technology

Our Merger & Acquisition Process

We are involved in the entire deal process from finding the right candidate firms to consulting, negotiating, and closing. Once we have candidates identified, Visionary leads every initial call to address vital deal points and identify potential deal killers.

Candidate Targeting

Geographies, size, niches, staffing, tuck-in vs platform? These are key areas we review with your leadership.

Initial Meeting

This is exploratory to understand if the cultures match and to discuss reasons why combining firms may make sense.

Vision & Structure

Is this a merger, acquisition, or a hybrid? Discuss staffing, client mix, leases, software, pricing strategies, and partner transition timelines.

Terms Sheet

Basic agreement that details the terms of the deal. This document outlines the proposed closing transaction agreement.

Diligence & Closing

Guidance for both parties to confirm the information shared is accurate, so formal legal documents can be drafted.

Explore Your Growth or Transition Options

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