M&A + Advisory Consultants
- CPA M&A Search + Consulting Team
- Internal Succession Assessments
- Advisory & Profitability Officer
- Capacity Expansion + Growth Realignment
- Value Pricing + Client Upscaling
- Expanding Advisory Services
- Partnership Agreements, Buy-ins + Comps
- Managing Partner Roundtables + Retreats
Our President, Bob Lewis, was Named an Accounting Today Top 100 Most Influential People – Learn More.
Visionary News
Disruption & Opportunity in Accounting Firm Mergers & Acquisitions
When it comes to mergers and acquisitions, where should you start? This session will dig into understanding and redefining a firm’s value. Private equity is the big buzz term, but it is the primary driver. Far from it. The CPA world is large, and private equity is a...
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
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...
Partner Consulting
Value Pricing
Client Upscaling
Data Analytics
Advisory Officer
