by Bobby Riesterer | Jun 27, 2024 | Events, News
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...
by Lori Bowden | Jun 6, 2024 | News
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?
by Lori Bowden | May 21, 2024 | News
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...
by Lori Bowden | Apr 17, 2024 | News
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...
by Bobby Riesterer | Mar 27, 2024 | News, Webinars
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.
by Bob Lewis | Oct 23, 2023 | Events, News, Resource Network
PE is changing the accounting M&A landscape and impacting traditional deals. Listen to the podcast Bob Lewis at Visionary and Dan Hood of Accounting Today recorded on PE. Understand how PE is changing the perception of value, the perception of control, and the...
