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!
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 investment advisor, in June and it is clear the M&A world has changed. These announced investments and future...
Is There a Pricing Ceiling?
The ceiling is often what the CPA perceives as too high. We are in a dynamic market created by a major staffing shortage. Demand for services is far...
Bill.com – Expand Your CPA Firm’s Capacity to Accelerate Growth – Breaking Down 5 Methods
Panel Discussion: M&A and Succession Planning | Aprio Firm Alliance 2022
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!