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Industry News

Understanding Options, Layers, & What Creates a Premium

Understanding Options, Layers, & What Creates a Premium

by Bob Lewis | News

First Step Determine if selling/merging is your only real option Is internal succession more of a...

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Industry Visionaries - Dan Hood

Industry Visionaries - Dan Hood

by Doug Lewis |

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The New Deal: The Evolving Landscape of M&A and PE

The New Deal: The Evolving Landscape of M&A and PE

by Doug Lewis | Podcast

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Leading the Dialogue on the Future of the Profession

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...

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Merging or Selling After Tax Season

Merging or Selling After Tax Season

by Bob Lewis |

Deal Volume is Increasing Consolidation among accounting firms continues to accelerate, with a...

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Seeking to Remain Independent? Need to Merge, Sell or Explore PE?

Seeking to Remain Independent? Need to Merge, Sell or Explore PE?

by Bob Lewis | News, Insider

Seeking to Remain Independent? Need to Merge, Sell or Explore PE? Build to Evolve is a...

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Navigate Your Merger or PE Process

Navigate Your Merger or PE Process

by Bob Lewis | News

Do You Need a Navigator?

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Visionary’s 2024 Recap & 2025 Predictions

Visionary’s 2024 Recap & 2025 Predictions

by Alisandy Abinader | News

Visionary’s 2024 Recap & 2025 Predictions It has been a wild year for the accounting profession....

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Is Private Equity or Merging on Your Mind?

Is Private Equity or Merging on Your Mind?

by Bob Lewis | News

Is Private Equity or Merging on Your Mind? In 2024, The Visionary Group will have completed over...

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Poking the PE Bear

Poking the PE Bear

by Bob Lewis | News

Everyone is Aware of Private Equity in Accounting The true catalyst behind the surge in mergers and...

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2025 Options For Your Firm

2025 Options For Your Firm

by Bob Lewis | News

Looking Forward. Although we still have a few months left in 2024, most firms that are making...

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Inflection Points are Forcing Decisions in Firms

Inflection Points are Forcing Decisions in Firms

by Bobby Riesterer | News

Colliding Factors There is so much change occurring that many firms are trying to assess major...

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