Bob founded The Visionary Group twenty-five years ago to help CPA firms grow. He is a frequent speaker on contemporary ways to grow a CPA firm organically and through custom merger and acquisition searches. His prior experience was as a Financial Analyst and Regional Accounting Manager for a Fortune 36 technology company.
Organically, Bob and his team help accounting firms refine or establish a business development and sales culture. He helps firms determine the best-fit prospects and referral sources to pursue, develops processes to cross-sell the firm’s existing clients, and works to teach CPAs how to develop or refine their sales skills and networking. He helps succession teams get more engaged in the firm’s growth and comfortable and capable of bringing in new business.
He has extensive experience conducting custom merger and acquisition searches for firms. Bob helps firms expand their existing markets, establish a new geographic location, and acquire or merge in a service or industry niche. He consults with firms to look at an M&A opportunity with a different set of eyes, as well as structures deals and consults on possible transactions. Bob also works with firms seeking a transition strategy to understand the exit process.