Speaking
Engaging, Relevant Content. We deliver custom accounting firm sessions in a non-selling, educational, and audience-interactive format. We have extensive experience in accounting M&A, private equity, and contemporary growth. Topics include the state of the profession, calculating a firm’s value, navigating PE or M&A opportunities, pricing, client targeting, and building enterprise value.
Formats
Keynote sessions, specialty workshops, panel facilitation, and webinars delivered to accounting firm associations and alliance groups or to a firm seeking to understand their options, best path to pursue, or to solve a special issue.
Our Audience
CEOs, Managing Partners and partner groups, and the next generation of firm leadership.
Qualifications
We have thirty-plus years supporting the accounting profession and our leadership is recognized among Accounting Today’s Top 100 Most Influential People. The Visionary Group Co-chairs the Accounting Today PE Summit and speaks frequently at BDO and Aprio’s Alliances, CPAmerica, Prime Global, Allinial Global, and a large number of individual firms.
Fees
We never charge speaking fees and only require travel costs be reimbursed.