If you are an accounting firm leader thinking about a transaction, these are four faces worth...
Why Accounting Firms Can't Find Time to Transform
Donny Shimamoto, founder of IntrapriseTechKnowlogies and the Center for Accounting Transformation,...
Getting Bombarded with PE Emails & Calls?
It’s An Epidemic A recent inquiry came from a group looking to acquire a firm with $10M in EBITDA,...
Understanding Options, Layers, & What Creates a Premium
First Step Determine if selling/merging is your only real option Is internal succession more of a...
Leading the Dialogue on the Future of the Profession
Leading the Dialogue on the Future of the Profession Our team was recently featured in Accounting...
Merging or Selling After Tax Season
Deal Volume is Increasing Consolidation among accounting firms continues to accelerate, with a...
Seeking to Remain Independent? Need to Merge, Sell or Explore PE?
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?
Visionary’s 2024 Recap & 2025 Predictions
Visionary’s 2024 Recap & 2025 Predictions It has been a wild year for the accounting profession....
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...