It’s a Fast Paced Merger & Acquisition World in the CPA Profession!

Visionary provides custom searches to help firms seeking to enhance their growth by finding candidate firms to merge or acquire. Our approach identifies firms that are not yet up for sale and considering an exit strategy or seeking an upward merger. We also support firms looking to sell or merge upward.


(800) 995-9186
 

Our Clients


They range from $1,000,000 firms to the Top 100 practices. Our clients do not want high volume 1040 practices. They are seeking firms that support businesses with more complex tax, audit, accounting and advisory support. Most of our clients want $1,000,000 plus transactions. On the sell side, we will work with firms from $500,000 on up.

Our Process

We develop a strategy based on your growth needs. That could be to increase revenue in an existing office, identify succession talent, add a new industry or service niche or find a new city to expand into. We do not run ads or list firms for sale, nor do we have a list of buyers or sellers lined up. Those are passive methods for practices worth a few hundred thousand dollars. Visionary uses a direct outreach process to initiate conversations with potential candidate firms.


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The Fees

Our success fee is a 5%/3%/1% model. This is a 50% fee reduction on the first million dollars. The industry success fee norm is 10%/3%/1%, which translates to 10% on the 1st million in revenue, 3% on the 2nd million and 1% on every million above. This is a substantial difference. We charge a $4,000 fixed fee which we credit against the success fee. Why a lower fee model? Our reasonable fee structure makes it easier to put deals together.


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(800) 995-9186

Growth is not something that just happens. It is the result of collaboration and working together. Ask us how we can work with you to find a solution to your needs.