Recognized Leaders in Accounting Firm Strategy
For more than 30 years, The Visionary Group has focused exclusively on accounting firms. Our deep understanding of the profession’s financial, operational, and cultural dynamics sets us apart. Recognized among Accounting Today’s Top 100 Most Influential People, we advise firms nationwide on strategy, succession, and M&A, completing more than 20 transactions each year.
Strategy Built Around Your Firm’s Future
We work closely with firm leadership to understand your operations, culture, and financial performance. From succession planning to mergers and acquisitions, we develop a clear, actionable roadmap that positions your firm for sustainable growth and increased value.
Strategy Built Around Your Firm’s Future
We work closely with firm leadership to understand your operations, culture, and financial performance. From succession planning to mergers and acquisitions, we develop a clear, actionable roadmap that positions your firm for sustainable growth and increased value.
Mergers & Acquisitions
Build to Evolve
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Build to Evolve
Build to Evolve is a hands-on process that helps accounting firms improve profitability, strengthen operations, and increase firm value. We guide leadership through focused execution so the firm is positioned for growth, independence, or a successful transition.
Insight & Firm Updates
Stay up to date on valuable news and information that may influence your business. Use these resources to learn more and stay ahead!
Getting Bombarded with PE Emails & Calls?
It’s An Epidemic A recent inquiry came from a group looking to acquire a firm with $10M in EBITDA, which would value the firm at...
Understanding Options, Layers, & What Creates a Premium
First Step Determine if selling/merging is your only real option Is internal succession more of a hope than a viable plan? The landscape is complex, with...
Leading the Dialogue on the Future of the Profession
Leading the Dialogue on the Future of the Profession Our team was recently featured in Accounting Today as part of a few key conversations shaping the future...
Merging or Selling After Tax Season
Deal Volume is Increasing Consolidation among accounting firms continues to accelerate, with a post-tax season surge expected. Many leadership groups are realizing it is increasingly...
Seeking to Remain Independent? Need to Merge, Sell or Explore PE?
Build to Evolve is a structured partnership that enables firms to best position themselves for their specific short-term and long-term growth objectives. Whether you want...
Navigate Your Merger or PE Process
Do You Need a Navigator? Getting flooded with calls and emails? Not all PE groups or upward merger firms are equal, and deal structures can...
Visionary’s 2024 Recap & 2025 Predictions
Visionary’s 2024 Recap & 2025 Predictions It has been a wild year for the accounting profession. Mergers and acquisitions have continued to accelerate, private equity...
Is Private Equity or Merging on Your Mind?
In 2024, The Visionary Group will have completed over $150,000,000 in M&A transactions, including three private equity investments. Private equity is an option that has...
Poking the PE Bear
Everyone is Aware of Private Equity in Accounting. The true catalyst behind the surge in mergers and acquisitions (M&A) and private equity (PE) transactions is...