Industry News
Accounting Today: Monetize Clients While Building Their Value
The president of The Visionary Group, Bob Lewis was recently featured in Accounting Today. Monetize Clients While Building Their Value This is what...
Accounting Today: So, you failed your succession test. Now what?
The president of The Visionary Group, Bob Lewis was recently featured as a Succession Planning expert in Accounting Today. So, you failed your...
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...
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!
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.
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.
Head Off Disruptions Before They Start
How often do your clients exit a business? Like most, it is probably only once.
Transition Planning – Option 1 Selling Your Business
Transition Planning – Option 1 Selling Your Business When it comes to selling your business, there are more issues to address than most people...
Reshaping Your Workplace for the Manager of Tomorrow
The millennial generation is beginning to enter management positions within CPA firms for the first time.
Top Reasons CPA M&A Deals Die and How To Prevent Them
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....