Join Bob Lewis, Dan Hood, Michael Horwitz, Heather Mesquita, and Pat Morrell as they discuss...
Industry News
The Top 100 - The Most Influential People In Accounting
by Doug Lewis | News
Accounting Today recently released their specialized report on the Top 100 Most Influential...
Where Does the Value of a Firm Come From?
by Doug Lewis | News
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?
by Doug Lewis | News, Webinars
The global economy is changing and the CPA M&A market is following suit. There is an...
BDO Alliance MP Roundtable - Kohler, WI
by Doug Lewis | News
At our most recent Managing Partner Roundtable for a BDO Alliance Group, Bob Lewis spent the...
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...
Accounting Today: The Visionary Group creates platform to make bringing in new business easier
by Bobby Riesterer | News
The Visionary Group, a consultancy to CPA firms, has released the Enterprise Assessment platform, a...
Accounting Today: Changes in the CPA M&A world post-coronavirus
by Mike Lewis | News
The president of The Visionary Group, Bob Lewis was recently featured in Accounting Today.
Accounting Today: Can your firm thrive from the Coronavirus?
by Bobby Riesterer | News
The president of The Visionary Group, Bob Lewis was recently featured in Accounting Today.
Minimize Client Loss Post COVID-19
Minimize Client Loss Post COVID-19 Many clients will experience poor Q1 revenues. Some may...