Seeking to Remain Independent? Need to Merge, Sell or Explore PE? Build to Evolve is a...
Navigate Your Merger or PE Process
Do You Need a Navigator?
Is Private Equity or Merging on Your Mind?
Is Private Equity or Merging on Your Mind? In 2024, The Visionary Group will have completed over...
Poking the PE Bear
Everyone is Aware of Private Equity in Accounting The true catalyst behind the surge in mergers and...
2025 Options For Your Firm
Looking Forward. Although we still have a few months left in 2024, most firms that are making...
Identical Looking Deals May Not Be the Same
The value multiple may look the same, but that is only one piece of a deal structure. Beyond...
Too Many Firms Are Contemplating What To Do
M&A Activity Remains at All-Time Highs We have experienced a substantial uptick in Managing...
Mergers vs Acquisitions vs Private Equity?
Does a Firm Need to Look at Any of This? If you do the same things, are you sustainable? Do you...
Has private equity changed what your firm is worth?
There are many conversations about what a firm is worth. Even firms that have or had no desire to...
Podcast: The changing of the guard
The profession is seeing wholesale shifts in generational approaches across a range of areas, say...
PE Makes a Big Splash
PE is changing the accounting M&A landscape and impacting traditional deals. Listen to the...
Bill.com Accounting Firm Succession: Will You Have to Sell or Merge?
Buying into the CPA profession is a tremendous opportunity for young professionals. Income levels...
