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 structured partnership that enables firms to best position themselves for their specific short-term and long-term growth objectives. Whether you want to “Build to Remain Independent,” “Build to Merge Upward/Sell” or examine PE, the core items of the engagement include:

• Understanding all available options in the market
• Defining specific actions to increase your enterprise value
• Drafting an executable growth plan to implement
• Initiating target discussions with other firms when appropriate

Nationwide Relationships

If your firm is ready to explore opportunities with private equity, sell, or merge with another firm, we have the relationships and expertise to help you maximize your value.

Why The Visionary Group?

We have 30 years of exclusively helping accounting firms grow and transition. Our leadership is recognized as the most influential in accounting, and we speak nationally on firm growth and M&A.

Contact Us to Learn More

In 15 minutes, we can explain anything from the complexities of the private equity world to the considerations of remaining independent in a world where larger competitors are forming.