

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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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 -
A proactive approach to the impact of the disease on your clients will make all the difference.
March 11 -
CPA firms have lost sight of their central mission: building client value.
January 20 -
If your firm doesn't have a plan, you need to start working on it fast.
December 20 -
These seven questions can determine where you stand in the grim landscape of CPA firm succession planning.
By Bob LewisPresidentDecember 6 -
Far too many firms still don’t have a functioning plan.
March 18 -
Use tax season to identify those who need your help after April 15.
February 8 -
They need to see that their firm offers a path to the future.
November 7
