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Industry News

The Succession Domino Effect

The Succession Domino Effect

by Bob Lewis | News

It’s here and it is bad. There are plenty of statistics on CPA firm succession. Most paint a more...

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Head Off Disruptions Before They Start

Head Off Disruptions Before They Start

by Doug Lewis | News

Create a Successful Transition How often do your clients exit a business? Like most, it is probably...

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Transition Planning – Option 1 Selling Your Business

Transition Planning – Option 1 Selling Your Business

by Bob Lewis | News

Transition Planning – Option 1 Selling Your Business When it comes to selling your business, there...

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Reshaping Your Workplace for the Manager of Tomorrow

Reshaping Your Workplace for the Manager of Tomorrow

by Doug Lewis | News

Why Millennials Matter The millennial generation is beginning to enter management positions within...

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Top Reasons CPA M&A Deals Die and How To Prevent Them

Top Reasons CPA M&A Deals Die and How To Prevent Them

by Doug Lewis | News

Top Reasons CPA M&A Deals Die and How To Prevent Them It is exponentially easier to kill merger...

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Accounting Today: Major changes ahead in M&A

Accounting Today: Major changes ahead in M&A

by Doug Lewis | News

The president of The Visionary Group, Bob Lewis was recently featured as a CPA M&A industry expert....

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Accounting Today: Why is Your CPA Staff Disengaged?

Accounting Today: Why is Your CPA Staff Disengaged?

by Doug Lewis | News

Accounting Today: Why is Your CPA Staff Disengaged? CPA firms are experiencing high staff turnover...

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2018 Top 100 People: Ones to watch

2018 Top 100 People: Ones to watch

by Bobby Riesterer | News

2018 Top 100 People: Ones to watch The president of The Visionary Group, Bob Lewis was recently...

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Strategies to Retain Your Firm’s Legacy

Strategies to Retain Your Firm’s Legacy

by Bob Lewis | News

A Pattern Exists in CPA Firms One constant we see as CPA growth consultants and M&A search...

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Understanding Your Firm Growth Math

Understanding Your Firm Growth Math

by Doug Lewis | News

Most CPA firms across the country generally set a growth goal. That can be as simple as growing 10%...

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Targeting Prospective Clients

Targeting Prospective Clients

by Mike Lewis | News

One of the first steps in a successful business development outreach campaign is determining...

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The Math Behind Growing a CPA Firm 10%

The Math Behind Growing a CPA Firm 10%

by Bob Lewis | News

A major flaw in growth planning is the miscalculation of client runoff. Runoff occurs in every...

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