Business Development Manager

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Transition Planning – Option 2 Family Succession
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 mindset than trying to get maximum value for the company. …
December 11, 2019
Test Your Firms Succession Plan
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!
December 6, 2019
Why Is Your Staff Disengaged?
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.
December 4, 2019
The Succession Domino Effect
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.
November 20, 2019