When it comes to mergers and acquisitions, where should you start? This session will dig...
State of the CPA Profession
Bob and Doug Lewis recently delivered a thought-provoking presentation on the current State of the...
Core Metrics Impacting CPA Firm Values
Are You Looking At The Right Metrics! The M&A activity in the accounting profession...
Firms Give Away Profits in Revenue Adjustments
Busy Season Is Here Firms are so buried they often lose focus on profitability by client....
Is There a Pricing Ceiling?
The ceiling is often what the CPA perceives as too high. We are in a dynamic market created...
Accounting Automation - Podcast
Here are a few of the topics we’ll discuss on this episode of Accounting Automation: ...
The Top 100 - The Most Influential People In Accounting
Accounting Today recently released their specialized report on the Top 100 Most Influential...
Where Does the Value of a Firm Come From?
As more and more firm owners look to transition, it’s crucial that they understand what,...
Is The M&A Market Heating Up or Fizzling Out?
The global economy is changing and the CPA M&A market is following suit. There is an...
BDO Alliance MP Roundtable - Kohler, WI
At our most recent Managing Partner Roundtable for a BDO Alliance Group, Bob Lewis spent the...
Accounting Today: Monetize Clients While Building Their Value
The president of The Visionary Group, Bob Lewis was recently featured in Accounting Today.
Head Off Disruptions Before They Start
Create a Successful Transition How often do your clients exit a business? Like most, it is probably...
