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Bill.com Accounting Firm Succession: Will You Have to Sell or Merge? - The Visionary Group

Written by Bob Lewis | Oct 2, 2023 5:00:00 AM

Buying into the CPA profession is a tremendous opportunity for young professionals. Income levels are high, and the demand for the services will never end. Yet, many mergers and acquisitions occur due to either a non-existent, incomplete, or failed succession. For example, problems can occur when a key member leaves or the succession team does not understand or agree to the buy-in value.

In this webinar, Bob and Doug Lewis will show firms how to assess if succession is possible and how to design and test a succession plan.