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...
by Bob Lewis | Aug 14, 2023 | News
BDO agreed to a $1.3 billion deal with Apollo Global Management. Add in the 600-person Bergen KDV acquisition by Creative Planning, a registered investment advisor, in June and it is clear the M&A world has changed. These announced investments and future...
by Doug Lewis | Jul 26, 2023 | News, Webinars
When it comes to mergers and acquisitions, where should you start? This session will dig into understanding and redefining a firm’s value. Private equity is the big buzz term, but it is the primary driver. Far from it. The CPA world is large, and private equity is a...
by Bob Lewis | Jul 13, 2023 | News
Significant Profit Generator Every CPA firm has clients that need to sell or exit. For most, this will be the only time they will ever exit a company. It is an emotional process and they need someone to prepare the exit strategy, manage the timelines, and guide them...
by Bob Lewis | May 19, 2023 | News, Webinars
The talent shortage in the accounting industry is creating significant challenges in managing workloads and impacting firm growth. In this webinar, we will explore ways in which firms are mitigating this risk and creating capacity.Aiwyn, Bob Lewis, and Netgain...
