When and How to use Cash in Accounting Firm M&A Transactions

Crisis Averted: Creating a Sales and Advisory Mindset Inside a CPA Firm

An interactive panel session on how to build or enhance a sales culture in a CPA firm. Whether you have an advanced business development function or only have marketing but need to create a business development infrastructure this event will provide insight. Due to staffing shortages, changing tax laws, and a good economy, work came…

Disruption & Opportunity in CPA Firm M&A

Join our panel of CPA M&A experts facilitated by Bob Lewis, President of The Visionary Group in a discussion centered around the changing CPA M&A landscape and opportunities that exist in the market. Topics that will be covered include: Pre-COVID Vs. Post-COVID M&A Environment Identifying Deal Drivers – The “Why” a Candidate Firm Wants to…