20 PLUS YEARS EXCLUSIVELY GROWING ACCOUNTING FIRMS
Visionary helps firms grow organically and through merger and acquisition. Organically, we become the outsourced growth officer for a firm and are 100% responsible for their marketing and business development, or we implement the direction of in-house marketing leadership. Our M&A process involves searching for practices seeking an exit strategy that do not know how to exit or looking for firms that want to grow by merging with a larger firm who can provide additional depth.
Our team helps firms by:
- Using our proprietary 4 Corners approach
- Helping select partners and emerging leaders get more comfortable selling and networking
- Developing new services to differentiate a firm and add more to the bottom line
- Closing the GAP from where they are today to where they want to get to
HOW WE WORK WITH YOU:
Our clients include firms with dedicated marketing leadership and firms who rely 100% on Visionary to lead them. We do not make you sign a contract and we do not sell “canned” programs. Visionary creates an approach unique to your firm.
In practices with in-house leadership, we “plug into” their strategy to implement their business development steps.
When we are a firm’s complete marketing and business development solution, we deploy our 4 Corners approach and modify variables of this process to adapt to each firm’s current sales skills and position in their marketplace.
Finding Merger + Acquisition Candidates
Ask about our ability to find a firm for you to acquire or merge into yours. Or, our ability to create new services and market services you have in place such as client accounting services, benefit plan audits or specific industries.