Mergers & Acquisitions

We Source & Close Transactions

Firm Consulting

Industry Leading Advice

CPA Associations

Retain & Add Members

Advisory Officer

Increasing Firm Profitability

M&A + Advisory Consultants

  • A full-scale CPA M&A search + consulting team.
  • Advisory Officer + Profitability Officer role.
  • Testing + developing internal succession plans.
  • Partnership agreements, buy-ins + compensation.
  • Firm strategy, growth alignment + execution of plans.
  • Capacity expansion, value pricing + advisory services.
  • Managing Partner roundtables + firm retreats.

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

About Visionary

Visionary has worked for over 25 years with top 100 firms to emerging practices and speaks nationally on firm transformation, CPA M&A, and succession. Our team engages with firms with different obstacles or opportunities and customizes efforts based on their unique objectives.

The Industry is at an Inflection Point

M&A is widespread, succession is challenging, and outside investment is a factor. Labor shortages are forcing firms to offshore, upscale clients, change pricing, and seek ways to increase capacity. Visionary helps firms evaluate options, realign a growth path, and build firm value.

M&A Has Become a Survival Tool

Firms of all sizes are looking at an upward merger as a growth option. A core reason is to join a firm who has made the investments in people development, capacity expansion, offshoring, and advisory. Learn More

The Advisory Spectrum

This is a range of non-compliance services that can grow a firm. The spectrum includes what services to offer, how to identify opportunities, what training is needed, and how to deliver highly valued client support. Learn More

Partner Consulting

Value Pricing

Client Upscaling

Data Analytics

Advisory Officer


Visionary News

Firms Give Away Profits in Revenue Adjustments

Firms Give Away Profits in Revenue Adjustments

Busy Season Is Here Firms are so buried they often lose focus on profitability by client. Our team consults with hundreds of CPA firms ranging from the top 25 to emerging practices. We created our proprietary Market Value Accelerator, that reviews and analyzes the...

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Is There a Pricing Ceiling?

Is There a Pricing Ceiling?

The ceiling is often what the CPA perceives as too high. We are in a dynamic market created by a major staffing shortage. Demand for services is far exceeding the labor supply, but not all firms are catching on to how to price services.  When talking to a firm...

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