M&A + Advisory Consultants
- A full-scale CPA M&A search + consulting team.
- Advisory Officer + Chief Growth Officer roles.
- Testing + developing internal succession plans.
- Partnership agreements, buy-ins + compensation programs.
- 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.
Visionary Group’s Credentials
Our firm has 25 years of experience supporting the CPA profession. We bring a team of professionals with diverse skills. Visionary works with top 100 firms to emerging practices and speaks nationally on growth, strategy, CPA M&A, and firm succession. Our experienced team engages with firms with different obstacles or opportunities, and we customize efforts based on your unique objectives.
What Do Your Clients Remember?
Clients need audits, tax returns, and accounting, but they remember and highly value advice that overcomes obstacles or assists in moving opportunities forward.
Consulting, M&A, Capacity & Advisory
Visionary focuses on key metrics that make an impact and helps firms adapt and transform as the profession changes. We implement the steps each firm determines are critical to its success. These steps range from partnership needs, deal consulting, client pricing, and utilizing industry partners to help fuel growth or resolve problems.
Speaking Engagements
View our detailed Speaking Topics Deck
- BDO Alliance USA – multiple sessions annually
- CPAmerica, Leading Edge, AGN, DFK, BKR
- Accounting Today Forum
- State Societies: MD, KS, GWS/DC, HI, KY & many more
- Eide Bailly’s Alliance
- Aprio’s Firm Foundation
How to Sell Your CPA Firm | Discussion Panel
The Top 100 – The Most Influential People In Accounting
Accounting Today recently released their specialized report on the Top 100 Most Influential People in Accounting. Visionary President Bob Lewis has landed a spot on page 8 of this article. Between the knowledge he shares during speaking engagements alongside his...
Building CPA Firm Enterprise Value
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.