by Bob Lewis | Mar 17, 2020 | News
Minimize Client Loss Post COVID-19 Many clients will experience poor Q1 revenues. Some may experience possible business ending revenue issues. Clients will be looking to managing costs and will need to establish a plan to restore lost value and return to their prior...
by Bob Lewis | Mar 11, 2020 | News
Will coronavirus create risk or opportunity for your firm? The economics are clear. Schools are closing, businesses are telling people to work from home. Corporations are predicting lower earnings, which will lead to layoffs. Restaurants, movie theaters, bars and...
by Bob Lewis | Dec 11, 2019 | News
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...
by Bob Lewis | Dec 4, 2019 | News
Most professionals are not engaged. You might disagree with this because your mind will go to the few great employees who are productive and willing to die for the firm, but these are the abnormal. The normal employee puts in minimal effort and leaves for the next pay...
by Bob Lewis | Nov 20, 2019 | News
It’s here and it is bad. There are plenty of statistics on CPA firm succession. Most paint a more than acceptable version of the truth. When you peel back the details, reality starts to settle in. The “true” reality of the CPA succession landscape is: 50% have no clue...
