Bob Lewis is president of The Visionary Group. He has relationships with key leaders in accounting firms nationwide and is a frequent speaker on M&A, private equity, and organic growth, and helps firms assess their ability to remain independent, build enterprise value, and creates and facilitates dozens of material transactions annually. His 30-plus years of support in the accounting profession has provided Lewis with the opportunity to learn from great firm leaders. Beyond his deep experience in M&A and private equity he helps firms with pricing, client upscaling, and overall growth tactics. He is a frequent member of Accounting Today's Top 100 Most Influential People, and co-chairs the Accounting Today Private Equity Summit. He has an accounting background, and his formal education includes a Bachelor of Science in Finance and an MBA, both from DePaul University in Chicago.
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When they understand their market value, accounting firms are often torn about what to do.
April 10
The Visionary Group -
Firm leaders need to answer four key questions when considering a transaction or remaining independent.
March 25The Visionary Group -
Outside investment has disrupted a century of how things have always been done in accounting, and it might not sit well with the stated direction of many firms.
June 9The Visionary Group -
The economic basics of supply and demand still rule the day: Your firm is worth what a buyer will pay.
April 4The Visionary Group -
The real challenge is that money from outside the profession is putting accountants into their 'discomfort zone.'
August 14The Visionary Group -
The decisions you might be facing may not be unique to accounting, but they are real challenges for your firm to overcome.
April 28The Visionary Group -
These small stakes can materially handcuff a firm when it comes to a sale or merger.
August 4The Visionary Group -
The Great Resignation is forcing accounting firms to rethink their future.
March 23The Visionary Group -
With leadership aging and more firms looking to add non-accounting businesses, M&A is bound to boom.
February 25The Visionary Group -
Firm ownership has many rewards, but it requires some serious number-crunching.
September 22The Visionary Group
