The Visionary Group

The simplest way to explain all of this is to examine if you have the ability or desire to remain independent. If you can, then look to see if there are benefits to merging upward or accepting a PE investment. Does it make sense for your firm to do this on your own or integrate with someone who has the pieces in place or the financial resources to add value to your firm? If you cannot remain independent, then measure your next steps. Examine your options and carefully examine the information you are hearing. Move carefully and get outside advice because there are many things to look for in any transaction type.

Will Artificial Intelligence replace the need for accountants? Doug Lewis discusses on a recent episode of The Unofficial Sage Intacct Podcast. #growth #accounting #thinkvisionary

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🌟 The Visionary Group's Bob Lewis and Doug Lewis are gearing up for the Aprio Firm Alliance 2024 Partner Summit in Nashville! 🎉 We can’t wait to connect with like-minded, future-oriented CPA firms to explore the profound trends shaping our profession today. Let’s innovate and inspire together! 🚀 #AprioSummit2024 #TheVisionaryGroup #FutureofCPAprofession

Bob Lewis will co-chair the Accounting Today PE SUMMIT November 20-21 along with Philip Whitman, CPA, CEPA, and Allan Koltin. You do not want to miss this opportunity to connect. See you there! #PrivateEquityExperts

Thanks for the opportunity to share what so many other firms have taught us. It's a rapidly changing accounting world and opportunity is everywhere due to the disruption surrounding us.

PE in Accounting So Far In this dynamic panel, the three co-chairs will explore the transformative impact of private equity on the accounting profession. They will analyze how private equity has reshaped valuation methods, financial reporting, regulatory compliance, and operational strategies. Importantly, the panel will discuss why these shifts matter for all firms, even those not directly involved in private equity deals. This discussion will set the tone for the event, emphasizing the importance of understanding private equity’s influence on the profession. The Visionary Group #thinkvisionary #pesummit https://lnkd.in/eujkxTQ5

🌟 Our shining star behind the scenes—say hello to Mike! 👋 His dedication and expertise make a world of difference at The Visionary Group. We're grateful for everything he does to help us succeed! #TeamSpotlight #MeetMike #ThinkVisionary #EmployeeAppreciation

Now presenting: Opportunities in Industry Disruption with Bob Lewis and our Payments & Collections roundtable. Thank you to everyone who joined us in our Big Picture and Hands On track so far! #Unlock24 #AccountingInnovation