Bob Lewis

Bob is President of The Visionary Group and one of Accounting Today’s Top 100 Most Influential People. He has developed deep relationships with key leaders in accounting firms nationwide and is a frequent speaker on M&A, private equity, and organic growth in the accounting profession.

His focus is to help firms build their value and understand their options. Bob and his team are involved in dozens of M&A and private equity transactions annually. His firm created the “Build to Evolve” program, which is a structured partnership to help firms develop an independence plan or to help firms who realize independence is not an option find a firm to sell or merge into.

Bob has deep experience sourcing, structuring, and negotiating M&A transactions, partner buy-ins and buyouts, and reconstructing compensation plans. He helps firms analyze and upscale their client base, leverage better pricing structures, address capacity, expand their advisory services, and increase profitability.

He has an accounting background, a Bachelor of Science in Finance, and an MBA, both from DePaul University in Chicago.