The president of The Visionary Group, Bob Lewis was recently featured as a Succession Planning expert in Accounting Today. So, you failed your succession test. Now what? So, you failed your succession test. (Take the test here). Now what do you do? This is not a comfortable place. You have three options: Read More…
DetailsOwners 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. …
DetailsThe President of The Visionary Group, Bob Lewis, recently had an article published in Accounting Today. Click the link below to test your firm’s succession plan and find out if you are as prepared as you think!
DetailsMost 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.
DetailsIt’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.
DetailsHow often do your clients exit a business? Like most, it is probably only once.
DetailsTransition 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…
DetailsThe millennial generation is beginning to enter management positions within CPA firms for the first time.
DetailsTop 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 shifting away from viewing M&A…
DetailsThe president of The Visionary Group, Bob Lewis was recently featured as a CPA M&A industry expert. Read the discussion below about the trends in the M&A space and what changes we can expect to see moving forward.
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