Mergers & Acquisitions
M&A and Private Equity
The Visionary Group facilitates twenty-plus accounting firm M&A transactions annually. We help potential sellers understand their value, explain how the M&A process works, introduce acquirers, and manage transactions from start to LOI to closure. We help acquirers find sellers that are a good fit for their growth objectives.
How It Works
A guided process, not an auction
Defining a Transaction
In the simplest term, it is a change in how the firm is capitalized. For some, it is an exit strategy. For others, it provides a growth platform with a solid infrastructure, access to capital, and enhanced growth for employees and owners of the firm.
Our Process
We help sellers understand their value, options, and identify potential acquirers. Our team schedules and facilitates meetings and works with you through the process. We do not run an auction where your firm is sent to hundreds of firms to submit bids.
Understanding the Acquirers
There are differences between buyers in the support offered and how the transaction is structured. LOIs have different elements impacting the purchase price, including differences in cash, earnouts, risk, equity, partner compensation, and other terms. We know what to look for inside the transaction details.
Our Transaction Services
Our group has extensive expertise starting with what to expect, how to calculate net adjusted EBITDA (which is critical to the purchase price), identifying best-fit buyers, interpreting LOIs received, and negotiating with acquirers. We provide a transparent and communicative method of achieving the best fit for your firm.
Fee Structure
Our success fees are always paid by the acquirer.
Buyers are under the same fee structure and understand that we represent the seller. We do not accept retainers from acquirers or ask sellers to pay anything to complete a transaction.
Understand your value and your options.
Start with a confidential conversation. There is no cost to the seller.