One of the first steps in a successful business development outreach campaign is determining the type of client to target.
Mike Lewis is the Operations Director at The Visionary Group and CPA Growth. Both organizations are 100% dedicated to the accounting profession and provide growth services for CPA firms. CPA Growth identifies accounting firm merger and acquisition opportunities, provides deal consulting, and firm succession solutions. The Visionary Group focuses on organic growth and becomes the outsourced Chief Growth Officer for CPA firms taking responsibility for the leadership or creation of their business development process. Visionary provides the strategic direction, as well as implements the plans they develop.