Minimize Client Loss Post COVID-19 Many clients will experience poor Q1 revenues. Some may...
Will coronavirus create risk or opportunity for your firm?
Will coronavirus create risk or opportunity for your firm? The economics are clear. Schools are...
Accounting Today: Monetize Clients While Building Their Value
The president of The Visionary Group, Bob Lewis was recently featured in Accounting Today.
Accounting Today: So, you failed your succession test. Now what?
The president of The Visionary Group, Bob Lewis was recently featured as a Succession Planning...
Transition Planning – Option 2 Family Succession
Owners need to understand that conducting a family succession requires a very different path than...
Test Your Firms Succession Plan
The President of The Visionary Group, Bob Lewis, recently had an article published in Accounting...
Why Is Your Staff Disengaged?
Most professionals are not engaged. You might disagree with this because your mind will go to the...
The Succession Domino Effect
It’s here and it is bad. There are plenty of statistics on CPA firm succession. Most paint a more...
Head Off Disruptions Before They Start
Create a Successful Transition How often do your clients exit a business? Like most, it is probably...
Transition Planning – Option 1 Selling Your Business
Transition Planning – Option 1 Selling Your Business When it comes to selling your business, there...
Reshaping Your Workplace for the Manager of Tomorrow
Why Millennials Matter The millennial generation is beginning to enter management positions within...
Top Reasons CPA M&A Deals Die and How To Prevent Them
Top Reasons CPA M&A Deals Die and How To Prevent Them It is exponentially easier to kill merger...
