M&A + Advisory Consultants
- CPA M&A Search + Consulting Team
- Internal Succession Assessments
- Advisory & Profitability Officer
- Capacity Expansion + Growth Realignment
- Value Pricing + Client Upscaling
- Expanding Advisory Services
- Partnership Agreements, Buy-ins + Comps
- Managing Partner Roundtables + Retreats
Our President, Bob Lewis, was Named an Accounting Today Top 100 Most Influential People – Learn More.
Visionary News
PE Makes a Big Splash
PE is changing the accounting M&A landscape and impacting traditional deals. Listen to the podcast Bob Lewis at Visionary and Dan Hood of Accounting Today recorded on PE. Understand how PE is changing the perception of value, the perception of control, and the...
Bill.com Accounting Firm Succession: Will You Have to Sell or Merge?
Buying into the CPA profession is a tremendous opportunity for young professionals. Income levels are high, and the demand for the services will never end. Yet, many mergers and acquisitions occur due to either a non-existent, incomplete, or failed succession. For...
The BDO Deal Will Change M&A Transactions
BDO agreed to a $1.3 billion deal with Apollo Global Management. Add in the 600-person Bergen KDV acquisition by Creative Planning, a registered investment advisor, in June and it is clear the M&A world has changed. These announced investments and future...
Partner Consulting
Value Pricing
Client Upscaling
Data Analytics
Advisory Officer
