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 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...
Accounting Today: Major changes ahead in M&A
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...
