Bob founded The Visionary Group two decades ago. Visionary’s core function is to build the value of CPA firms by deploying both organic growth strategies and targeted M&A searches. For a growth professional, his background is unique. Bob has hands-on accounting experience managing a regional accounting and billing group of 40 people inside a Fortune 38 company. He conducted the monthly closing process and managed the revenue and expense budgets for seven sales and customer service districts in the region.
Visionary provides CPA firms three growth strategies. First, is a customized CPA firm merger and acquisition search process. We help firms identify practices not up for sale yet to merge in or acquire. For some clients, we create their exit strategy by finding a firm for them to merge or sell into. Second, is developing functioning succession plans that include identification of potential partners and we provide ongoing training to ensure the incoming team can develop business. Third, Visionary takes leadership of a firm’s growth strategy by acting as their outsourced Chief Growth Officer. In this capacity, Bob and the Visionary team work to create a sales culture to staff, including select partners, in the business development process, referral partner expansion and client mining in their firms.
He has a Bachelor of Science in Finance, and a Master of Business Administration Degree both from DePaul University in Chicago, IL. He is a frequent speaker on how to grow firms using a merger and acquisition strategy and by using contemporary ways to develop business within a CPA firm. He can be reached at 800.995.9186 or blewis@ThinkVisionary.com