Focused. Most good firms never hit the market. Our searches are customized for your firm to identify practices that need to sell or merge in for growth, or an eventual transition. For firms that need to sell or merge up to be with a firm that offers more support and services, we reverse our search process.
Exclusive. Each opportunity we discover is brought only to your firm. We do not share it with a dozen firms like a broker does or consultants that are not dedicated to your efforts. We work nationwide supporting large to small firms.
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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