First Step Determine if selling/merging is your only real option Is internal succession more of a...
Industry News
Bob Lewis
Leading the Dialogue on the Future of the Profession
by Bob Lewis | Events, News, Insider
Leading the Dialogue on the Future of the Profession Our team was recently featured in Accounting...
Merging or Selling After Tax Season
by Bob Lewis |
Deal Volume is Increasing Consolidation among accounting firms continues to accelerate, with a...
Seeking to Remain Independent? Need to Merge, Sell or Explore PE?
Seeking to Remain Independent? Need to Merge, Sell or Explore PE? Build to Evolve is a...
Navigate Your Merger or PE Process
Do You Need a Navigator?
Is Private Equity or Merging on Your Mind?
Is Private Equity or Merging on Your Mind? In 2024, The Visionary Group will have completed over...
Poking the PE Bear
Everyone is Aware of Private Equity in Accounting The true catalyst behind the surge in mergers and...
2025 Options For Your Firm
Looking Forward. Although we still have a few months left in 2024, most firms that are making...
Identical Looking Deals May Not Be the Same
The value multiple may look the same, but that is only one piece of a deal structure. Beyond...
Too Many Firms Are Contemplating What To Do
M&A Activity Remains at All-Time Highs We have experienced a substantial uptick in Managing...
Mergers vs Acquisitions vs Private Equity?
Does a Firm Need to Look at Any of This? If you do the same things, are you sustainable? Do you...
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...