Building Enterprise Value
100% Accounting Industry Focused
Who is Visionary?
Depth. Visionary only works in the accounting industry. Our M&A services, consulting, fractional COO role, and speaking engagements are exclusively designed for firms in the Top 20 to emerging practices.
Outcomes. We help identify their next best steps, implement plans, address obstacles, and build firm value. Visionary’s leadership is recognized as one of the Top 100 Most Influential People in Accounting.
Customized Firm Roadmaps
Market Value Accelerator
Are You at an Inflection Point?
Overview. Our MVA was developed for accounting firms to determine their best next steps. It identifies drivers adding or detracting from firm value. We tell you what we would do if we owned your practice.
Stages. A deep assessment using an online survey, interviews, and a complex data analysis.
Deliverable. A custom roadmap with detailed steps and how to implement those steps.
Post-MVA. Learn more about this in our Practice Management section.
News
Cool Stuff
Stay up to date on valuable news and information that may influence your business. Use these resources to learn more and stay ahead!
Podcast: The changing of the guard
The profession is seeing wholesale shifts in generational approaches across a range of areas, say Bob Lewis and Doug Lewis of the Visionary Group, as they dive into how best to navigate all those changes.
The BDO Deal Will Change M&A Transactions
BDO agreed to a $1.3 billion deal with Apollo Global Management. Add in the 600-person Bergen KDV acquisition by Creative Planning, a registered...
Disruption & Opportunity in Accounting Firm Mergers & Acquisitions
When it comes to mergers and acquisitions, where should you start? This session will dig into understanding and redefining a firm’s value. Private...
Accounting Today: The Value of Disruption
With so much disruption being thrust upon them, you'd think the last thing accounting firms would want to do is to disrupt themselves — yet that may...
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!