Does a Firm Need to Look at Any of This? If you do the same things, are you sustainable? Do you...
Industry News
Bob Lewis
Has private equity changed what your firm is worth?
There are many conversations about what a firm is worth. Even firms that have or had no desire to...
Podcast: The changing of the guard
The profession is seeing wholesale shifts in generational approaches across a range of areas, say...
PE Makes a Big Splash
by Bob Lewis | Events, News, Resource Network
PE is changing the accounting M&A landscape and impacting traditional deals. Listen to the...
Bill.com Accounting Firm Succession: Will You Have to Sell or Merge?
Buying into the CPA profession is a tremendous opportunity for young professionals. Income levels...
The BDO Deal Will Change M&A Transactions
BDO agreed to a $1.3 billion deal with Apollo Global Management. Add in the 600-person...
Accounting Today: The Value of Disruption
With so much disruption being thrust upon them, you’d think the last thing accounting firms...
Universal Transition Planning Division
Significant Profit Generator Every CPA firm has clients that need to sell or exit. For most,...
Webinar - How Modern Accounting Firms Are Solving for the Capacity Conundrum
The talent shortage in the accounting industry is creating significant challenges in...
Is Your Firm at an Inflection Point?
Another busy season has passed. The profession continues to wrestle with labor issues,...
Crisis Averted: Creating a Sales and Advisory Mindset Inside a CPA Firm
An interactive panel session on how to build or enhance a sales culture in a CPA...
Disruption & Opportunity in CPA Firm M&A
Join our panel of CPA M&A experts facilitated by Bob Lewis, President of The...