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 entered the market and is getting the most publicity in the M&A world. 

Many firms want to remain independent but are uncertain how to do so and if they can. We will walk you through your options. Labor shortages, technology investments, and a shift to advisory are major disruptors, but the underlying driver behind much of the M&A activity has been succession problems. 

Do You Understand All of Your Options?

As specialists working exclusively with accounting firms, we can discuss any aspect of the profession. Join us on November 20 & 21 at Accounting Today’s PE Summit in Chicago, where Bob Lewis will be co-chairing. We'll cover much more than just private equity—don't miss out! Or schedule some time with us to explore your options below.