Bob Lewis

Bob is President of The Visionary Group and one of Accounting Today’s Top 100 Most Influential People, with an extensive 25+ year dedication to supporting accounting firm innovation and growth. He has been trusted by firms in the top 500 to countless emerging practices. Bob’s focus is to help firms develop and implement a growth strategy that utilizes both organic methods and the use of mergers and acquisitions. His guidance helps firms build their overall enterprise value.

For firms active or interested in M&A, Bob leads a team adept at identifying transition opportunities, integrating tuck-ins, establishing platform locations, and navigating private equity options. He has deep experience sourcing, structuring, and negotiating M&A transactions, partner buy-ins/buy-outs, and compensation plans. Organic growth and seamless succession planning fall under Bob’s experience. He helps firms with upscaling their client base, leveraging better pricing structures, addressing capacity management, expanding their advisory services, and increasing profitability.

Nationally sought-after as a speaker within the accounting world, Bob commands attention at major industry forums and exclusive firm gatherings, sharing invaluable insights. There are few areas he cannot speak to when it comes to innovation and advancing the accounting profession. With an accounting background, a Bachelor of Science in Finance, and an MBA from DePaul University in Chicago, Bob isn’t just an influencer; he’s a guiding force shaping the trajectory of the CPA profession.