The Visionary GroupandBob Lewisare thrilled to announce that we've won the prestigious Growth...
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...
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
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...
Disruption & Opportunity in Accounting Firm Mergers & Acquisitions
When it comes to mergers and acquisitions, where should you start? This session will dig...
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,...
State of the CPA Profession
Bob and Doug Lewis recently delivered a thought-provoking presentation on the current State of the...
