Bob Lewis

The Visionary Group

Bob Lewis is one of Accounting Today's Top 100 Most Influential People and his focus is to build the Enterprise Value of a CPA Firm. He collaborates closely with firms from the Top 10 on down to identify and consult on merger or acquisition opportunities of both other CPA firms and non-accounting businesses such as VARs, technology organizations, and specialized consultants. Mr. Lewis provides sell-side representation to firms who need assistance finding an exit strategy or merger partner and conducts succession assessments. 

Organically, Mr. Lewis helps firms expand their advisory capabilities, cull clients, value price, and realign outreach into more profitable prospects. He creates niches, helps partners increase their selling skills, mine clients, design partnership buy-ins, create compensation structures, and review operating agreements.