Innovative Thinking for CPA Firms

We make an impact with our clear industry insight. 

  • Custom Buy-side & Sell-side/Upward Merger Searches
  • Succession Team Assessments & Next Gen Development
  • Managing Partner Roundtables & Retreats
  • Chief Growth Officer Role (CGO)
  • Outsourced Advisory Officer Role (OAO)
  • Rapid Growth Accelerator

Implementing Activity That Builds Firm Value

CPA Firm Partners

Helping firms make progress on their goals and put them in a position to move to the next level.

CPA Associations

No-cost, customized educational conference sessions & breakout roundtables for members.

CPA M&A

We provide buy & sell side searches to identify the right fit for your growth or succession.

CGO + OAO

Ownership of your growth as your Chief Growth Officer or Outsourced Advisory Officer.

Thought Spotlight

NACVA Keynote Address. Looking for innovation in your firm? Bob Lewis our President, Michael Platt of Inside Public Accounting, and Dan Hood of Accounting Today hosted the National Association of Certified Valuation Analysts keynote kick-off session. The focus was on disruption in the CPA profession, the flashing red lights to look for, and opportunities to leverage.

Bob Lewis & Allan Koltin Discuss CPA M&A.  They will be the two panelists at the BDO Alliance session “An Update on the Current CPA Firm M&A Marketplace” on July 24, 2021. The session will be co-facilitated by Michael Horwitz the Executive Director of the BDO Alliance and Russell Shapiro, Attorney and Partner with Levenson Pearlstein.

Speaking Engagements

Ask about how we can help your members build firm value, address succession needs and growth organically and/or through M&A. We always get high scores from the audience, create interactive sessions, take live questions when possible, and engage the participants. We never lecture and we always customize our sessions for you.

Examples Include:

  • BDO Alliance
  • RSM Firm Foundation
  • AGN International
  • CPAmerica
  • National Association of Certified Valuation Analysts
  • Florida State CPA Society

BDO Alliance MP Roundtable – Kohler, WI

At our most recent Managing Partner Roundtable for a BDO Alliance Group, Bob Lewis spent the day discussing the CPA M&A marketplace, evaluating your succession team, outsourced client accounting services, and how to increase a firm’s advisory revenue. Some key...

What I Learned Facilitating a BDO Alliance Area Meeting

A partner spoke about his firm’s COVID experience. He said, “historically firms are slow to implement, but COVID forced them to act quickly”. Remote working was a minor piece. A major core benefit was the virus accelerated increased contact with clients to talk about...

Accounting Today: The Visionary Group creates platform to make bringing in new business easier

The Visionary Group, a consultancy to CPA firms, has released the Enterprise Assessment platform, a cloud-based advisory tool for accountants to identify client needs, win new prospects and drive firm growth. Over the years of serving accounting firms, Visionary has...

Accounting Today: Changes in the CPA M&A world post-coronavirus

The president of The Visionary Group, Bob Lewis was recently featured in Accounting Today. Changes in the CPA M&A world post-coronavirus The crisis has not passed, but CPA merger and acquisition discussions are already increasing. Calls are coming in from firms...

Discover How to Achieve Your Goals Today

No automated emails or chatbots, you will always speak with a real person. All conversations are confidential. Visionary can provide you with a NDA at your request

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