

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
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The economic basics of supply and demand still rule the day: Your firm is worth what a buyer will pay.
April 4 -
The real challenge is that money from outside the profession is putting accountants into their 'discomfort zone.'
August 14 -
The decisions you might be facing may not be unique to accounting, but they are real challenges for your firm to overcome.
April 28 -
These small stakes can materially handcuff a firm when it comes to a sale or merger.
August 4 -
The Great Resignation is forcing accounting firms to rethink their future.
March 23 -
With leadership aging and more firms looking to add non-accounting businesses, M&A is bound to boom.
February 25 -
Firm ownership has many rewards, but it requires some serious number-crunching.
September 22 -
A host of different factors mean that not all $1 million practices are worth the same amount.
May 26 -
The pandemic is restructuring many of the calculations in mergers.
April 15 -
The current pandemic offers opportunities for firms that are ready to change.
April 7