Bob Lewis

Bob is President of The Visionary Group and one of Accounting Today’s Top 100 Most Influential People. He has nationwide relationships with key leaders in accounting firms and is a frequent speaker on accounting firm M&A, private equity, and organic growth. Bob helps firms assess their ability to remain independent, build enterprise value, and understand their options if they are considering a transaction.

He created a Build to Evolve process to walk firms through the steps needed to remain independent, conduct a detailed data analytics of their firm, and create an Independence Plan unique to their practice. Bob programmed a detailed Firm Valuation Model that shows firms their market value and steps to take to build value.

Every year Bob architects twenty plus transactions, helps dozens of firms evaluate their ability to remain independent, and consults with dozens more firms on pricing, business development, and overall growth tactics. He focuses on getting firms to make decisions based on data and facts and to avoid making emotional decisions.

Bob Co-Chairs the Accounting Today Private Equity Summit, has an accounting background, and his formal education is a Bachelor of Science in Finance, and an MBA, both from DePaul University in Chicago.