Colliding Factors There is so much change occurring that many firms are trying to assess major steps. The 800-pound gorilla in the room is private equity, but that is not the primary driver. The core driver is aging leadership. The sub-drivers are diminished...
Accounting firms have long used benchmarking, but are they leveraging it to understand the drivers behind each metric? In our latest video, Bob and Doug Lewis present a session on the importance of Revenue per Professional Head (RPH) and how secondary metrics enhance...
The value multiple may look the same, but that is only one piece of a deal structure. Beyond financial elements, there are intangibles. Are you a platform or a tuck-in? Do you have input into the direction of the firm?
M&A Activity Remains at All-Time Highs We have experienced a substantial uptick in Managing Partners of $5M to $100M+ firms contacting us weekly with similar concerns: Meeting increasing retirement obligations Weighing the risks of remaining independent with the...
Does a Firm Need to Look at Any of This? If you do the same things, are you sustainable? Do you need to make investments? Are you missing an opportunity window? M&A and PE may be the path some need to survive and plug into already established resources like...
The profession is seeing wholesale shifts in generational approaches across a range of areas, say Bob Lewis and Doug Lewis of the Visionary Group, as they dive into how best to navigate all those changes.
