Industry 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.

CPA firms are experiencing high staff turnover and struggling to engage their professional staff members. Look at these red flags and solutions as discussed by the President of The Visionary Group, Bob Lewis.

2018 Top 100 People: Ones to watch The president of The Visionary Group, Bob Lewis was recently featured as a 2018 Top 100 People to Watch in...

One constant we see as CPA growth consultants and M&A search specialists is most firms want to remain independent.

Most CPA firms across the country generally set a growth goal.

One of the first steps in a successful business development outreach campaign is determining the type of client to target.

Runoff occurs in every firm. Even firms with superior client service have clients who sell, merge, relocate, die, or leave for a variety of reasons.

It may come as a surprise that many firms do not mandate retirement ages for their firm partners.

When merging or selling, it is normal to go into a larger firm.

The CPA profession is currently seeing a gap in succession talent.