Mergers & Acquisitions

Custom Searches. We provide customized buy-side searches and sell-side representation. Our process identifies candidate firms not on the market yet, need to be acquired or may need to merge. If you are looking to exit or merge upward, we will find the right home for your practice to sell or merge into.

Custom M&A Searches

 We help firms find practices to acquire or merge with you. Visionary facilitates the initial meetings between your firm and a candidate, negotiates and constructs the deal, and identifies risks and opportunities in each possible opportunity.

Sell-Side. Do you need to sell or merge into a larger firm to take advantage of their investments in people, technology, and services? We can discreetly find the right partner.

Private Equity. Is that a possible path? Be alert to misinformation and key aspects of a deal, including determining the adjusted EBITDA, the multiple, and other vital terms such as management fees and preferred dividends.

Qualifications. Our interactions with accounting firm leaders taught us how to build firm value.
We speak nationally at large associations, and our leadership is recognized as one of Accounting Today’s Top 100 Most Influential People in Accounting.

Deal Consulting & PE

Deal Consulting. We can consult on any transaction, whether we identified the candidate firm or not. Our team can review or write an LOI, provide cash flow analysis, suggest deal terms, calculate equity equalization, and provide deal opportunity and risk assessments.

Private Equity. Let us walk you through the pros and cons of PE. We consult on the critical piece of calculating an adjusted EBITDA, the multiple to expect, and hidden PE terms and needs that impact the value and deal structure. If needed,
we will bring a PE partner to you.

Succession Assessments

Testing. Our process tests if internal succession is possible. We use a structured survey and interview process to lead the engagement. The result is a “go-no-go” evaluation. If a succession is possible, we provide the foundation to create your unique succession plan.

Concerns. The warning signs of a succession problem include unclear communications with the potential succession team on the financial buy-in, refinement of skill gaps by person, and lack of discussion on the firm’s value. These are key items to focus on.

Prefer to Talk In Person?

Initial conversation about your firm and what you are trying to accomplish. We look forward to connecting with you shortly!