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.

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 succession test. Now what? So, you failed your succession test. (Take the test here). Now what do you do? This is not a comfortable place. You have three options: Read More…
December 23, 2019
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 party. Most family successions involve some form of gifting in order to begin transferring family wealth. It’s a different mindset than trying to get maximum value for the company. …
December 11, 2019
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!
December 6, 2019
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.
December 4, 2019