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 + Profitability Officer role.
  • Testing + developing internal succession plans.
  • Partnership agreements, buy-ins + compensation.
  • 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.

About Visionary

Visionary has worked for over 25 years with top 100 firms to emerging practices and speaks nationally on firm transformation, CPA M&A, and succession. Our team engages with firms with different obstacles or opportunities and customizes efforts based on their unique objectives.

The Industry is at an Inflection Point

M&A is widespread, succession is challenging, and outside investment is a factor. Labor shortages are forcing firms to offshore, upscale clients, change pricing, and seek ways to increase capacity. Visionary helps firms evaluate options, realign a growth path, and build firm value.

M&A Has Become a Survival Tool

Firms of all sizes are looking at an upward merger as a growth option. A core reason is to join a firm who has made the investments in people development, capacity expansion, offshoring, and advisory. Learn More

The Advisory Spectrum

This is a range of non-compliance services that can grow a firm. The spectrum includes what services to offer, how to identify opportunities, what training is needed, and how to deliver highly valued client support. Learn More

Partner Consulting

Value Pricing

Client Upscaling

Data Analytics

Advisory Officer


Visionary News

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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Where Does the Value of a Firm Come From?

Where Does the Value of a Firm Come From?

As more and more firm owners look to transition, it's crucial that they understand what, exactly, is valuable about their practice. The Visionary Group's Bob Lewis and Doug Lewis join Dan Hood to dive into what makes a practice saleable — and what doesn't. Give us a...

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