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Accounting Today: Monetize Clients While Building Their Value
The president of The Visionary Group, Bob Lewis was recently featured in Accounting Today. Monetize Clients While Building Their Value This is what CPAs should be focused on. The...
Accounting Today: So, you failed your succession test. Now what?
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...
Transition Planning – Option 2 Family Succession
Owners 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...
Test Your Firms Succession Plan
The 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!
Why Is Your Staff Disengaged?
Most 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.
The Succession Domino Effect
It’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.
Head Off Disruptions Before They Start
How often do your clients exit a business? Like most, it is probably only once.
Transition Planning – Option 1 Selling Your Business
Transition 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...
Reshaping Your Workplace for the Manager of Tomorrow
The millennial generation is beginning to enter management positions within CPA firms for the first time.
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