The president of The Visionary Group, Bob Lewis was recently featured as a CPA M&A industry expert....
Accounting Today: Why is Your CPA Staff Disengaged?
Accounting Today: Why is Your CPA Staff Disengaged? CPA firms are experiencing high staff turnover...
2018 Top 100 People: Ones to watch
2018 Top 100 People: Ones to watch The president of The Visionary Group, Bob Lewis was recently...
Strategies to Retain Your Firm’s Legacy
A Pattern Exists in CPA Firms One constant we see as CPA growth consultants and M&A search...
Understanding Your Firm Growth Math
Most CPA firms across the country generally set a growth goal. That can be as simple as growing 10%...
Targeting Prospective Clients
One of the first steps in a successful business development outreach campaign is determining...
The Math Behind Growing a CPA Firm 10%
A major flaw in growth planning is the miscalculation of client runoff. Runoff occurs in every...
Mandatory Retirement Age - Is it right for your firm?
Mandatory Retirement Age – Is it right for your firm? It may come as a surprise that many firms do...
Questions to Ask When Merging or Selling Upward
Questions to Ask When Merging or Selling Upward This document is intended to help a CPA firm size...
Red Flags for Retaining Young Accounting Staff
Red Flags for Retaining Young Accounting Staff The CPA profession is currently seeing a gap in...
The “Big 3”: Reasons why CPA firm succession is still problematic
We speak on CPA M&A at least a dozen times a year. Our team talks with firms trying to grow by...
The Next Wave
What’s going to happen in the world of CPA firm mergers & acquisitions? It is going to ramp up....
