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...
by Doug Lewis | Oct 23, 2019 | News
Create a Successful Transition How often do your clients exit a business? Like most, it is probably only once. Businesses with more than one owner face unique circumstances that make exit planning even more important. Events outside of scheduled retirement can impact...
by Bob Lewis | Oct 9, 2019 | News
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,...
by Doug Lewis | Sep 25, 2019 | News
Why Millennials Matter The millennial generation is beginning to enter management positions within CPA firms for the first time. They will define and dominate the culture of CPA firms for the next 20 years. By 2020, millennials will be over 50% of the global work...
by Doug Lewis | Sep 18, 2019 | News
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...
by Doug Lewis | Feb 6, 2019 | News
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. Major changes ahead in M&A More than a...
