Mergers & Acquisitions

We Source & Close Transactions

Firm 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  –  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.

Firm Consulting

We provide industry leading advice that builds the enterprise value of a CPA firm. Visionary works with leadership to focus on key metrics that make an impact and helps firms adapt and transform as the CPA profession changes.

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 speak at national & regional conferences, association events, managing partner roundtables and at individual firms. Our style engages the audience to get them to participate in the conversation.

Recent Events

  • 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
Is The M&A Market Heating Up or Fizzling Out?

Is The M&A Market Heating Up or Fizzling Out?

The global economy is changing and the CPA M&A market is following suit. There is an increasingly larger number of private equity firms looking to buy CPA firms. More regional and national firms are starting to face succession issues which are fueling the increase...

BDO Alliance MP Roundtable – Kohler, WI

BDO Alliance MP Roundtable – Kohler, WI

At our most recent Managing Partner Roundtable for a BDO Alliance Group, Bob Lewis spent the day discussing the CPA M&A marketplace, evaluating your succession team, outsourced client accounting services, and how to increase a firm’s advisory revenue. Some key...

What I Learned Facilitating a BDO Alliance Area Meeting

What I Learned Facilitating a BDO Alliance Area Meeting

A partner spoke about his firm’s COVID experience. He said, “historically firms are slow to implement, but COVID forced them to act quickly”. Remote working was a minor piece. A major core benefit was the virus accelerated increased contact with clients to talk about...

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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