Partner Evolution & Next Gen Groups

Engage Your Leadership

Are your younger professionals engaged in your growth? Are select Partners in need of ongoing support to set, refine or achieve goals? The Visionary Group has 3 programs to engage your leadership.

Next Gen Group. Recurring training and refinement of the future leaders of your firm.
Partner Evolution. Constructive meetings to help select Partners reach their goals.
MP Visioning Call. A confidential, monthly call, discussing firm opportunities, challenges and personnel.

Next Gen Groups

The Next Gen Program meets every six weeks. These meetings involve select professionals that have the potential to be future leaders. The meetings focus on the firm’s strategy, selling skills, networking, client mining and include guest speakers. These meetings engage staff and improve staff retention.

Partner Evolution

The Partner Evolution Program is a recurring call between Visionary and select Partners. The goal is to provide constructive feedback and a strategy to steer younger Partners and assist struggling Partners who cannot meet their business development goals.

Managing Partner Visioning Call

The Visioning Call is between Bob Lewis, the President of The Visionary Group, and the Managing Partner in your firm. These one-on-one calls occur every four weeks. The goal is to talk about issues and opportunities related to the firm in a confidential setting.

Begin A Conversation

Let us help you design a strategy to engage more of your professionals in the growth process. Contact our team today.

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 think. Here are a few key items that impact an exit strategy: Understanding the value.Value is unique to each company, dependent on your performance, economic conditions, competition, etc. You need a…
October 9, 2019
Reshaping Your Workplace for the Manager of Tomorrow
The millennial generation is beginning to enter management positions within CPA firms for the first time.
September 24, 2019
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. Whether a deal is killed accidentally or on purpose, it is still dead. The CPA profession is changing how deals are done by shifting away from viewing M&A…
August 8, 2019
Accounting Today: Major changes ahead in M&A
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.
February 6, 2019