by Lori Bowden | Jun 6, 2024 | News
The value multiple may look the same, but that is only one piece of a deal structure. Beyond financial elements, there are intangibles. Are you a platform or a tuck-in? Do you have input into the direction of the firm?
by Lori Bowden | May 21, 2024 | Events
The Visionary Group and Bob Lewis are thrilled to announce that we’ve won the prestigious Growth Strategy category at the BDO Alliance Awards! This award is a testament to our team’s hard work, dedication, and innovative approaches to driving...
by Lori Bowden | May 21, 2024 | News
M&A Activity Remains at All-Time Highs We have experienced a substantial uptick in Managing Partners of $5M to $100M+ firms contacting us weekly with similar concerns: Meeting increasing retirement obligations Weighing the risks of remaining independent with the...
by Lori Bowden | Apr 17, 2024 | News
Does a Firm Need to Look at Any of This? If you do the same things, are you sustainable? Do you need to make investments? Are you missing an opportunity window? M&A and PE may be the path some need to survive and plug into already established resources like...
