Industry News
2025 Options For Your Firm
Looking Forward. Although we still have a few months left in 2024, most firms that are making significant moves are already deep in those processes....
Inflection Points are Forcing Decisions in Firms
Colliding Factors There is so much change occurring that many firms are trying to assess major steps. The 800-pound gorilla in the room is private...
Building Revenue per Professional Head (RPH) in a CPA Firm
Accounting firms have long used benchmarking, but are they leveraging it to understand the drivers behind each metric? In our latest video, Bob and...
Identical Looking Deals May Not Be the Same
The value multiple may look the same, but that is only one piece of a deal structure. Beyond financial elements, there are intangibles. Are you a...
BDO Alliance USA Award Honors The Visionary Group
The Visionary Group and Bob Lewis are thrilled to announce that we've won the prestigious Growth Strategy category at the BDO Alliance Awards! This...
Too Many Firms Are Contemplating What To Do
M&A Activity Remains at All-Time Highs We have experienced a substantial uptick in Managing Partners of $5M to $100M+ firms contacting us weekly...
Mergers vs Acquisitions vs Private Equity?
Does a Firm Need to Look at Any of This? If you do the same things, are you sustainable? Do you need to make investments? Are you missing an...
Podcast: The changing of the guard
The profession is seeing wholesale shifts in generational approaches across a range of areas, say Bob Lewis and Doug Lewis of the Visionary Group,...
PE Makes a Big Splash
PE is changing the accounting M&A landscape and impacting traditional deals. Listen to the podcast Bob Lewis at Visionary and Dan Hood of...
Bill.com Accounting Firm Succession: Will You Have to Sell or Merge?
Buying into the CPA profession is a tremendous opportunity for young professionals. Income levels are high, and the demand for the services will...