by Doug Lewis | Jan 21, 2020 | News
The president of The Visionary Group, Bob Lewis was recently featured in Accounting Today. Monetize Clients While Building Their Value This is what CPAs should be focused on. The client’s perceived value is not in compliance. It is in how they can use you to build the...
by Bobby Riesterer | Dec 23, 2019 | News
The president of The Visionary Group, Bob Lewis was recently featured as a Succession Planning expert in Accounting Today. So, you failed your succession test. Now what? So, you failed your succession test. (Take the test here). Now what do you do? This is not a...
by Bob Lewis | Dec 11, 2019 | News
Owners need to understand that conducting a family succession requires a very different path than an owner who is looking to sell to an outside party. Most family successions involve some form of gifting in order to begin transferring family wealth. It’s a different...
by Bobby Riesterer | Dec 6, 2019 | News
The President of The Visionary Group, Bob Lewis, recently had an article published in Accounting Today. Click the link below to test your firm’s succession plan and find out if you are as prepared as you think! ...
by Bob Lewis | Dec 4, 2019 | News
Most professionals are not engaged. You might disagree with this because your mind will go to the few great employees who are productive and willing to die for the firm, but these are the abnormal. The normal employee puts in minimal effort and leaves for the next pay...
by Bob Lewis | Nov 20, 2019 | News
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. When you peel back the details, reality starts to settle in. The “true” reality of the CPA succession landscape is: 50% have no clue...
