Our Blog
Is There a Pricing Ceiling?
The ceiling is often what the CPA perceives as too high. We are in a dynamic market created by a major staffing shortage. Demand for services is far exceeding the labor supply,...
Accounting Automation – Podcast
Here are a few of the topics we’ll discuss on this episode of Accounting Automation: What ‘The Great Liberation’ is and what it means for the Accounting industry. How to...
The Great CPA Firm Liberation
Join Bob Lewis, Dan Hood, Michael Horwitz, Heather Mesquita, and Pat Morrell as they discuss the The Great CPA Firm Liberation! Check out The Great Liberation article in...
How to Sell Your CPA Firm | Discussion Panel
The Top 100 – The Most Influential People In Accounting
Accounting Today recently released their specialized report on the Top 100 Most Influential People in Accounting. Visionary President Bob Lewis has landed a spot on page 8 of...
Building CPA Firm Enterprise Value
Where Does the Value of a Firm Come From?
As more and more firm owners look to transition, it's crucial that they understand what, exactly, is valuable about their practice. The Visionary Group's Bob Lewis and Doug Lewis...
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,...
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