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 that impact an exit strategy: Understanding the value.Value is unique to each company, dependent on your performance, economic conditions, competition, etc. You need a…
Reshaping Your Workplace for the Manager of Tomorrow
The millennial generation is beginning to enter management positions within CPA firms for the first time.
Top Reasons CPA M&A Deals Die and How To Prevent Them
Top Reasons CPA M&A Deals Die and How To Prevent Them It is exponentially easier to kill merger deals than it is to identify and close them. Whether a deal is killed accidentally or on purpose, it is still dead. The CPA profession is changing how deals are done by shifting away from viewing M&A…
Accounting Today: Major changes ahead in M&A
The president of The Visionary Group, Bob Lewis was recently featured as a CPA M&A industry expert. Read the discussion below about the trends in the M&A space and what changes we can expect to see moving forward.
Accounting Today: Why is Your CPA Staff Disengaged?
CPA firms are experiencing high staff turnover and struggling to engage their professional staff members. Look at these red flags and solutions as discussed by the President of The Visionary Group, Bob Lewis.
2018 Top 100 People: Ones to watch
2018 Top 100 People: Ones to watch The president of The Visionary Group, Bob Lewis was recently featured as a 2018 Top 100 People to Watch in Accounting Today. Read More
Strategies to Retain Your Firm’s Legacy
One constant we see as CPA growth consultants and M&A search specialists is most firms want to remain independent.
Understanding Your Firm Growth Math
Most CPA firms across the country generally set a growth goal.