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 + 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
The Top 100 – The Most Influential People In Accounting

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...

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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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