Today, Bob Lewis and Doug Lewis delivered an insightful presentation to the Managing Partners of DFK International/USA member firms focused around all the M&A and PE activity trends across the accounting world. Firms are weighing their options—whether to join forces with PE-backed groups, merge, or maintain their independence with a strong strategic plan. Thanks to Will Eckerson, Executive Director of DFK International/USA for bringing firms together for this important discussion!
关于我们
Accounting industry specialists. Visionary works exclusively with CPA and accounting firms to build enterprise value. Are You At An Inflection Point? We have thirty years of helping firms understand their best next steps and how to implement those plans. Our sole focus on accounting firms eliminates learning curves and brings practical solutions to M&A, PE, succession, and organic growth. Who Are Our Clients? They include Top 20 firms to emerging $2M practices. Visionary’s leadership is recognized as one of the Top 100 Most Influential People in Accounting.
- 网站
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https://www.thinkvisionary.com
The Visionary Group的外部链接
- 所属行业
- 商务咨询服务
- 规模
- 11-50 人
- 总部
- Palatine，IL
- 类型
- 私人持股
- 创立
- 1995
- 领域
- CPA Merger and Acquisition Searches、Existing Client Mining、Service Niche Development、Image & Branding、Business Development Retreats和CPA Marketing
地点
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主要
获取路线
506 N Plum Grove Rd
US，IL，Palatine，60067
The Visionary Group员工
动态
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???Upcoming Event Alert!??? Join us on?April 29th?from?3:00-5:00 PM EST?for the?Center for Accounting Transformation?webinar:?"M&A, PE, or Independence? Chart Your Firm's Future in 2025"??? Bob Lewis and Doug Lewis from The Visionary Group will be joining?Donny Shimamoto, CPA, CITP, CGMA?for an insightful discussion on how to navigate your firm’s future. Don’t miss out on this opportunity to learn about M&A, private equity, and staying independent in 2025! Mark your calendars and get ready for an informative session! ?? #AccountingTransformation #MergersAndAcquisitions #PrivateEquity #FirmFuture #Webinar #AccountingEvents
?? Are you ready for the wave of change sweeping the accounting industry? Private equity is transforming the landscape for CPA firms, while mergers, acquisitions, and succession planning remain pivotal strategies for growth—or survival. ?? Join the Center for Accounting Transformation on April 29, 2025, 3:00 pm - 5:00 pm ET, for "M&A, PE, or Independence? Chart Your CPA Firm’s Future in 2025" This interactive webinar is designed specifically for accounting firm owners who want to understand their options, the financial implications of each path, and the strategies needed to thrive. Donny Shimamoto, CPA, CITP, CGMA will be joined by Bob Lewis and Doug Lewis, two of today’s top deal-makers, for this valuable webinar! As industry insiders and experts, Bob and Doug will unravel the impact of private equity, explore the myths and realities of M&A, and provide actionable strategies for firms determined to remain independent or take the next big leap. ?? Objectives: ? Describe how to calculate your firm’s potential valuation to a PE investor. ? Identify key metrics to evaluate and structure deals. ? Define the strategies to compete with PE-backed and merged firms. ?? Intended Audience: Owners, partners, and decision-makers in accounting firms navigating growth, succession, or strategic transformation. NOTE: This session is not designed for accountants who are in the private sector. ?? 2 Hour(s) - CPE Credit(s) ?? Early bird pricing (through April 22) – $149 | Regular course price after April 22 – $299 #PrivateEquity #CPAfirms #MergersAcquisitions #SuccessionPlanning #AccountingTransformation
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Build to Evolve is a structured partnership that enables firms to best position themselves for their specific short-term and long-term growth objectives. #thevisionarygroup #PE #mergersandacquisitions
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Visionary's Doug Lewis joined Rachel Dillon and Marcus Dillon, CPA on a recent episode of "Who's Really the BOSS" to discuss the evolving accounting firm M&A space. For any small or mid-sized accounting firms seeking a great community to join, check out Collective by DBA. #growth #mergers #succession
The stark reality every accounting firm must face: every single firm will eventually transact. ? external sale ? internal succession ? closing the doors There is no escaping a final transaction for your accounting firm. In the most recent episode of Who's Really the Boss podcast, Rachel Dillon and Marcus Dillon, CPA, talk with Doug Lewis of The Visionary Group. Doug debunks common misconceptions about firm valuations and sheds light on what buyers truly prioritize. He emphasizes the importance of talent development, fee structure optimization, and understanding your top clients' goals to maximize your firm's value. For accounting firm owners contemplating their succession options, this episode is a must-listen. Even for those just getting started in the profession, Doug's practical advice is a game-changer for anyone looking to build and grow their firm's value. ?? Listen to the full episode https://hubs.la/Q03b_1sb0 #accountingandaccountants #cpafirm #valuation #succession #multiples #leadership
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this is a little fun and has nothing to do with running your practice or M&A. Take a short break and see how David Farby of The Visionary Group figures out who the person is he needs to guess. It's a unique skill and I don't know what goes on in his head to make this work, but he rarely ever misses. If you meet him, live test him in person. He does this every Friday. Submit a person to Mike in our office who will test him. See below
Enjoy this week’s #FarbyFriday and remember to email Mike Lewis at [email protected] for any future suggestions!
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Happy International Women's Day! ???? Today, we celebrate the incredible achievements, strength, and resilience of women around the world. Let’s continue to empower, support, and uplift each other every day. Here’s to breaking barriers, shattering stereotypes, and creating a future where women thrive. #InternationalWomensDay #WomensDay2025 #EmpowerHer #ChooseToChallenge #WomenInspire
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Enjoy this week’s #FarbyFriday and remember to email Mike Lewis at [email protected] for any future suggestions!
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?? Meet Lori Bowden, Digital Marketing and Design Specialist at The Visionary Group! ?? Lori has been an invaluable part of our team for the past year, working closely with Bobby Riesterer on publishing newsletters, creating and maintaining websites, designing marketing materials, and crafting logos for both our clients and Visionary. Her proactive efforts have significantly enhanced our LinkedIn presence and helped the team ensure our branding remains consistent and strong. We’re excited to have Lori on board and look forward to all the great design work ahead! ?? #TeamSpotlight #DigitalMarketing #DesignSpecialist #MarketingMaterials #WebsiteDesign #Branding #VisionaryGroup #ClientSuccess
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