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 regional and national firms are starting to face succession issues which are fueling the increase...
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, outsourced client accounting services, and how to increase a firm’s advisory revenue. Some key...
A partner spoke about his firm’s COVID experience. He said, “historically firms are slow to implement, but COVID forced them to act quickly”. Remote working was a minor piece. A major core benefit was the virus accelerated increased contact with clients to talk about...
The Visionary Group, a consultancy to CPA firms, has released the Enterprise Assessment platform, a cloud-based advisory tool for accountants to identify client needs, win new prospects and drive firm growth. Over the years of serving accounting firms, Visionary has...
The president of The Visionary Group, Bob Lewis was recently featured in Accounting Today. Changes in the CPA M&A world post-coronavirus The crisis has not passed, but CPA merger and acquisition discussions are already increasing. Calls are coming in from firms...
The president of The Visionary Group, Bob Lewis was recently featured in Accounting Today. Can your firm thrive from the coronavirus? What a great question. Right now, most CPA firms are working through the CARES Act. This is going to create a short-term revenue...
