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  • CPA M&A Search + Consulting Team
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Our President, Bob Lewis, was Named an Accounting Today Top 100 Most Influential People  –  Learn More.

Visionary News

Accounting Today: The Value of Disruption

Accounting Today: The Value of Disruption

With so much disruption being thrust upon them, you'd think the last thing accounting firms would want to do is to disrupt themselves — yet that may be exactly what they need to do, says Bob Lewis of The Visionary Group. Full transcript can be found here

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Universal Transition Planning Division

Universal Transition Planning Division

Significant Profit Generator Every CPA firm has clients that need to sell or exit. For most, this will be the only time they will ever exit a company. It is an emotional process and they need someone to prepare the exit strategy, manage the timelines, and guide them...

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Partner Consulting

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