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.
Stay up to date on valuable news and information that may influence your business. Use these resources to learn more and stay ahead!
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 investment advisor, in June and it is clear the M&A world has changed. These announced investments and future...
The talent shortage in the accounting industry is creating significant challenges in managing workloads and impacting firm growth. In this webinar,...
Another busy season has passed. The profession continues to wrestle with labor issues, forcing firms to try to expand their capacity and find ways...
Are You Looking At The Right Metrics! The M&A activity in the accounting profession continues to increase and strategies continue to adapt. More...
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!