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Bob Lewis
lewis100.gif
Job title
President
Company/organization
The Visionary Group
AT Think
About

Bob Lewis is president of the Visionary Group, where he helps practices create and implement growth strategies, and Enterprise Assessment. These include the creation of a marketing plan through Visionary’s unique marketing roadmap process to the execution of lead generation programs to build a pipeline of new prospects. Two significant areas of expertise Lewis has developed are the identification of merger and acquisition candidates in the accounting profession and a process to train and coach firms and individuals to be more comfortable selling. His marketing background includes writing the content and designing websites, literature, surveys, email messages and general branding and image needs. He has a decade of experience in accounting and financial management (including managing a $1 billion billing department for a Fortune 38 company, and run a six-state accounts payable and accounting department) and almost 20 years in professional marketing for the accounting and financial profession. He has a Bachelor of Science degree in Finance and a Masters of Business Administration from DePaul University in Illinois. Reach him at (800) 995-9186 or blewis@thinkvisionary.com.

Areas of expertise
Practice managementSuccession planning
CONTRIBUTED STORIES
  • AT Think Doing the math on private equity

    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 9
    Bob Lewis
    Bob Lewis
    The Visionary Group
  • AT Think Has private equity changed what your firm is worth?

    The economic basics of supply and demand still rule the day: Your firm is worth what a buyer will pay.

    April 4
    Bob Lewis
    Bob Lewis
    The Visionary Group
  • AT Think The impact of outside investment in accounting

    The real challenge is that money from outside the profession is putting accountants into their 'discomfort zone.'

    August 14
    Bob Lewis
    Bob Lewis
    The Visionary Group
  • AT Think Is your firm at an inflection point?

    The decisions you might be facing may not be unique to accounting, but they are real challenges for your firm to overcome.

    April 28
    Bob Lewis
    Bob Lewis
    The Visionary Group
  • AT Think Stop issuing small equity ownership pieces

    These small stakes can materially handcuff a firm when it comes to a sale or merger.

    August 4
    Bob Lewis
    Bob Lewis
    The Visionary Group
  • AT Think The Great Liberation

    The Great Resignation is forcing accounting firms to rethink their future.

    March 23
    Bob Lewis
    Bob Lewis
    The Visionary Group
  • AT Think Forget the Great Resignation — the Great Selloff is taking over

    With leadership aging and more firms looking to add non-accounting businesses, M&A is bound to boom.

    February 25
    Bob Lewis
    Bob Lewis
    The Visionary Group
  • AT Think Doing the math: Deal killers on the path to partner

    Firm ownership has many rewards, but it requires some serious number-crunching.

    September 22
    Bob Lewis
    Bob Lewis
    The Visionary Group
  • AT Think Valuing an accounting firm: Not all dollars are the same

    A host of different factors mean that not all $1 million practices are worth the same amount.

    May 26
    Bob Lewis
    Bob Lewis
    The Visionary Group
  • AT Think Changes in the CPA M&A world post-coronavirus

    The pandemic is restructuring many of the calculations in mergers.

    April 15
    Bob Lewis
    Bob Lewis
    The Visionary Group
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© 2025 Arizent. All rights reserved.
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© 2025 Arizent. All rights reserved.