The president of The Visionary Group, Bob Lewis was recently featured as a CPA M&A industry expert. Read the discussion below about the trends in the M&A space and what changes we can expect to see moving forward.
CPA firms are experiencing high staff turnover and struggling to engage their professional staff members. Look at these red flags and solutions as discussed by the President of The Visionary Group, Bob Lewis.
Interesting publication detailing the challenges the CPA profession is facing and how to recognize the opportunities created by these changes. https://www.oakstreetfunding.com/cpafallbridge2018/
Most CPA firms across the country generally set a growth goal.
The CPA profession is currently seeing a gap in succession talent.