Bob Lewis is the President of The Visionary Group who focuses on executive-level firm growth strategy. Bob is a known innovator in the accounting profession and widely recognized as a leader in contemporary growth concepts for CPA firms. The Visionary Group drives growth inside CPA firms across the country through custom M&A searches, organic business development, and succession planning. Our clients range from the top 20 firms to emerging practices. Visionary provides the strategic direction, as well as implements the plans they develop.

Transition Planning – Option 2 Family Succession

Owners need to understand that conducting a family succession requires a very different path than an owner who is looking to sell to an outside party. Most family successions involve some form of gifting in order to begin transferring family wealth. It’s a different mindset than trying to get maximum value for the company.  …

Transition Planning – Option 1 Selling Your Business

Transition Planning – Option 1 Selling Your Business When it comes to selling your business, there are more issues to address than most people think. Here are a few key items that impact an exit strategy: Understanding the value.Value is unique to each company, dependent on your performance, economic conditions, competition, etc. You need a…