---
title: Navigate Your Merger or PE Process
description: "Do You Need a Navigator?\nGetting flooded with calls and emails? Not all PE groups or upward merger firms are equal, and deal structures can be complex."
image: https://blog.thinkvisionary.com/hubfs/Feb2025.jpg
---

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# Navigate Your Merger or PE Process

 by [Bob Lewis](https://blog.thinkvisionary.com/author/bob-lewis)  | Feb 18, 2025 | [News](https://blog.thinkvisionary.com/tag/news) 

![Navigate Your Merger or PE Process](https://blog.thinkvisionary.com/hubfs/Feb2025.jpg)

**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 be complex. The financial elements of getting to adjusted EBITDA, the *scrape,* the multiple, the earnout target, working capital, and understanding the other elements can radically impact the initial perceived value. 

**Unsure Which Direction to Head?**

It has become challenging for many firms to remain independent given the labor market, succession challenges, and technology investments required to sustain a firm. Organic growth has been a pillar of our support for decades. Our M&A experience provides solutions for firms seeking to transition externally or gain the resources of a larger firm that has already made the necessary investments to compete. 

**Why The Visionary Group?**

We have 30 years of exclusively supporting the accounting profession and have been involved in hundreds of transactions, including many PE deals. Our leadership is consistently recognized among the most influential across the industry and even co-chaired the first-ever Accounting Today PE Summit. We have the relationships and experience in private equity and with leading independent firms nationwide. 

**If PE is Not an Option?**

Ask about our Build to Sell or Merge model and Build to Remain Independent process. Contact The Visionary Group to begin a conversation.

[Schedule a Call](https://calendly.com/visionarygroup/discovery-meeting?utm_source=hs_email&utm_medium=email&utm_content=347837567&_hsenc=p2ANqtz-98oBn-xAa3as4S7fGfxLIXMY3zuMxT-v3ip2PGFLPr_muZxdp7V-56r1SPwDCplDzhUmC4aNjRJkqjYO0NfFoJU-TyBhKu_U2zGxzbb7NwKuB_VHk&month=2025-02)

#### Recent Posts

- [![](https://blog.thinkvisionary.com/hubfs/August-2025.jpg)](https://blog.thinkvisionary.com/getting-bombarded-with-pe-emails-calls)
  
  ### [Getting Bombarded with PE Emails & Calls?](https://blog.thinkvisionary.com/getting-bombarded-with-pe-emails-calls)
- [![](https://blog.thinkvisionary.com/hubfs/June%202025-1.jpg)](https://blog.thinkvisionary.com/understanding-options-layers-what-creates-a-premium)
  
  ### [Understanding Options, Layers, & What Creates a Premium](https://blog.thinkvisionary.com/understanding-options-layers-what-creates-a-premium)
- [![](https://blog.thinkvisionary.com/hubfs/DHood.jpg)](https://blog.thinkvisionary.com/industry-visionaries-dan-hood)
  
  ### [Industry Visionaries - Dan Hood](https://blog.thinkvisionary.com/industry-visionaries-dan-hood)

Industry Transformation

## The accounting profession is undergoing the greatest transformation ever to hit the industry.

The impact of private equity, aging professionals, artificial intelligence, and the move to enhance advisory has changed how firms are valued and the processes needed to compete. We will explain your options and help you make an informed decision backed by an implementation plan unique to your firm.

[Contact Us](https://thinkvisionary.com/contact/)

[![The Visionary Group](https://thinkvisionary.com/wp-content/uploads/2026/10/Visionary-Group-Logo-White-01-opt.webp)](https://thinkvisionary.com/)

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An independent member of the BDO Alliance USA

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