Our Blog
CPA Firm Resources
Is The M&A Market Heating Up or Fizzling Out?
The global economy is changing and the CPA M&A market is following suit. There is an increasingly larger number of private equity firms looking to buy CPA firms. More...
BDO Alliance MP Roundtable – Kohler, WI
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,...
When and How to use Cash in Accounting Firm M&A Transactions
Crisis Averted: Creating a Sales and Advisory Mindset Inside a CPA Firm
An interactive panel session on how to build or enhance a sales culture in a CPA firm. Whether you have an advanced business development function or only have marketing but need...
What I Learned Facilitating a BDO Alliance Area Meeting
A partner spoke about his firm’s COVID experience. He said, “historically firms are slow to implement, but COVID forced them to act quickly”. Remote working was a minor piece. A...
Disruption & Opportunity in CPA Firm M&A
Join our panel of CPA M&A experts facilitated by Bob Lewis, President of The Visionary Group in a discussion centered around the changing CPA M&A landscape and...
Accounting Today: The Visionary Group creates platform to make bringing in new business easier
The Visionary Group, a consultancy to CPA firms, has released the Enterprise Assessment platform, a cloud-based advisory tool for accountants to identify client needs, win new...
Accounting Today: Changes in the CPA M&A world post-coronavirus
The president of The Visionary Group, Bob Lewis was recently featured in Accounting Today. Changes in the CPA M&A world post-coronavirus The crisis has not passed, but CPA...
Accounting Today: Can your firm thrive from the Coronavirus?
The president of The Visionary Group, Bob Lewis was recently featured in Accounting Today. Can your firm thrive from the coronavirus? What a great question. Right now, most CPA...
Speaking Opportunities
Increase value for your members.
Visionary’s team can speak at your local and national events. We bring unique thought leadership for CPA firms. Our presentations and roundtable sessions are customized to fit your association’s needs and agenda.
We Focus on Major Factors that Drive the Value of a CPA Firm and Impact Succession.
- Understanding the Drivers that Impact CPA Firm Value
- What Motives a Firm to Merge Upward
- Conducting a Successful M&A Search Including Common Deal Killers
- Developing a Succession Team that Can Bring in Work
- Engaging Your Staff in the Growth Process Starting with Client Mining
- Creating Engaging and Impactful Managing Partner Roundtables
- Realigning Your Business Development Process to Align with Today’s Strategy
- The Sales Chain: Understanding the Complete Sales Cycle
- Recognizing and Selling Into the Different Stages of the Client Lifecycle
- Creating Industry Niches to Open Doors with Larger Prospects
- Increasing Your Advisory Services Mix and Revenue Streams
- Build CPA Firm Value by Creating Solutions that Build Client Value