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...
The president of The Visionary Group, Bob Lewis was recently featured in Accounting Today. Monetize Clients While Building Their Value This is what CPAs should be focused on. The client’s perceived value is not in compliance. It is in how they can use you to build the...
Create a Successful Transition How often do your clients exit a business? Like most, it is probably only once. Businesses with more than one owner face unique circumstances that make exit planning even more important. Events outside of scheduled retirement can impact...
Why Millennials Matter The millennial generation is beginning to enter management positions within CPA firms for the first time. They will define and dominate the culture of CPA firms for the next 20 years. By 2020, millennials will be over 50% of the global work...
Top Reasons CPA M&A Deals Die and How To Prevent Them It is exponentially easier to kill merger deals than it is to identify and close them. Whether a deal is killed accidentally or on purpose, it is still dead. The CPA profession is changing how deals are done by...
