Mergers & Acquisitions

We Source & Close Transactions

Management Consulting

Industry Leading Advice

Advisory Officer

Increasing Firm Profitability

CPA Associations

Retain & Add Members

M&A + Advisory Consultants

  • Buy-side CPA Firm Searches
  • Acquisition or Merger of Non-Accounting Businesses
  • Sell-side/Upward Merger Representation
  • Succession Team Assessments
  • Advisory Officer & Chief Growth Officer Roles
  • Advisory Bootcamps & Client Mining
  • Value Pricing, Fee Restructuring & Client Culling
  • Managing Partner Roundtables & Firm Retreats
  • Special Focus Speaking Engagements

Our President, Bob Lewis, was Named an Accounting Today Top 100 Most Influential People for 2022  –  Learn More.

Our Clients

100% of our clients are CPA firms or businesses seeking to work with CPA firms. Our buy-side clients range from the Top 10 to twenty person firms. We also represent firms from $1M on up seeking to sell or merge upward.

Our M&A Process

We are actively involved in the entire deal process and start conversations with firms and non-accounting businesses looking at their exit strategy or open a merger or sale. Examples are VARs, CRM/ERP providers, or other specialty companies.

Succession Solutions

Fewer CPAs are sitting for the exam, and more are retiring. We help firm assess their succession position to understand the strength of their solution and suggest partner buy-in, compensation ideas, and training for upcoming leaders.

Advisory Officer Role

We help firms refine their vision. Our Advisory Officer role helps firms refine who to add as a client, advisory capabilities, pricing strategies, client mining, referral partner development, partnership agreements, and every aspect of a firm’s profitability.

Speaking Engagements

Our sessions are customized, and our presentation style is interactive. We engage the audience to get them to participate in the conversation.

Key Firm Support Needs

  • BDO Alliance USA
  • RSM Firm Foundation
  • CPAmerica
  • AGN International
  • DFK International
  • Florida State CPA Society
  • NACVA

Some Topics Include

  • The Great CPA Firm Liberation
  • Private Equity Power Plays
  • M&A is Changing the Face of the CPA Profession
  • Selling Your CPA Firm
  • Building Firm Enterprise Value
  • Using Cash in M&A Transactions
  • Disruption & Opportunity in CPA Firm M&A
Accounting Automation – Podcast

Accounting Automation – Podcast

Here are a few of the topics we’ll discuss on this episode of Accounting Automation: What ‘The Great Liberation’ is and what it means for the Accounting industry. How to transition from a compliance-only approach to an advisory approach. How to retain clients and...

The Top 100 – The Most Influential People In Accounting

The Top 100 – The Most Influential People In Accounting

Accounting Today recently released their specialized report on the Top 100 Most Influential People in Accounting. Visionary President Bob Lewis has landed a spot on page 8 of this article. Between the knowledge he shares during speaking engagements alongside his...

Where Does the Value of a Firm Come From?

Where Does the Value of a Firm Come From?

As more and more firm owners look to transition, it's crucial that they understand what, exactly, is valuable about their practice. The Visionary Group's Bob Lewis and Doug Lewis join Dan Hood to dive into what makes a practice saleable — and what doesn't. Give us a...

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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