by Bob Lewis | Oct 23, 2023 | Events, News, Resource Network
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...
by Bob Lewis | Oct 2, 2023 | Webinars
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...
by Bob Lewis | Aug 14, 2023 | News
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...
by Bob Lewis | Jul 24, 2023 | Webinars
With so much disruption being thrust upon them, you’d think the last thing accounting firms would want to do is to disrupt themselves — yet that may be exactly what they need to do, says Bob Lewis of The Visionary Group. Full transcript can be found...
by Bob Lewis | Jul 13, 2023 | News
Significant Profit Generator Every CPA firm has clients that need to sell or exit. For most, this will be the only time they will ever exit a company. It is an emotional process and they need someone to prepare the exit strategy, manage the timelines, and guide them...
