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.
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.