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 shifting away from viewing M&A…
DetailsThe millennial generation is beginning to enter management positions within CPA firms for the first time.
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.
DetailsHow often do your clients exit a business? Like most, it is probably only once.
DetailsCPA firms are experiencing high staff turnover and struggling to engage their professional staff members. Look at these red flags and solutions as discussed by the President of The Visionary Group, Bob Lewis.
DetailsInteresting publication detailing the challenges the CPA profession is facing and how to recognize the opportunities created by these changes. https://www.oakstreetfunding.com/cpafallbridge2018/
Details2018 Top 100 People: Ones to watch The president of The Visionary Group, Bob Lewis was recently featured as a 2018 Top 100 People to Watch in Accounting Today. Read More
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.
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.
DetailsWhen: Jun 5, 2018 from 1:00 PM to 2:15 PM (ET) Do clients view your firm as a business advisor and problem solver or as their auditor or tax provider?
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