Owners need to understand that conducting a family succession requires a very different path than...
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Test Your Firms Succession Plan
by Bobby Riesterer | News
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
by Doug Lewis | News
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
by Doug Lewis | News
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
by Doug Lewis | News
Top Reasons CPA M&A Deals Die and How To Prevent Them It is exponentially easier to kill merger...
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....
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...
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...
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...