Content Provider
Visionary group logo hdpi
Sponsored by
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
State of the CPA Profession


Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 15, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

What is occurring in the CPA profession? How did we get there? How can a firm benefit from the changes in the profession? 

Join The Visionary Group for this webinar where we’ll discuss how the industry has evolved to its current state, what a firm can do to measure its risk, and how to assess the opportunity in the market. Participants will walk away with specific steps to build the enterprise value of their firm. 

Learning Objectives:

  • Identify ways a firm can take progressive steps to increase profitability

  • Outline the benefits of a continuous client culling process

  • Determine how to value price, expand capacity, and launch or expand an advisory practice without using your staff

  • Evaluate if an internal succession is feasible and walk through why there are so many mergers and acquisitions happening

Not logged
Visionary group logo hdpi

Bob is one of Accounting Today's Top 100 Most Influential People in Accounting. His focus is to build the Enterprise Value of CPA Firms using a process of mergers and acquisitions, succession planning, and refinement of a firm’s organic growth decisions. He has been exclusively supporting the CPA profession for 25-plus years and collaborates with firms of any size including a few of the largest firms in the country.

For firms looking to explore M&A, his team has a search process to identify tuck-ins or platform locations to build upon. Candidates can be CPA firms and non-accounting businesses such as tech companies, specialty management consultants, VARs, or other businesses. Bob and his team identify practices not up for sale or merger yet and manage the deal cycle from start through negotiations and closure.

Organic growth and firm succession are two areas Bob helps firms navigate. Organically, Bob acts as the Chief Growth or Advisory Officer for CPA firms. In these roles, he collaborates with leadership to shape the firm’s vision to refine their future organic growth, expand advisory capabilities, and use M&A as a focused growth catalyst. He helps firms analyze underperforming clients and instills a focused growth process. From a succession perspective, many firms want to preserve their legacy. Bob designs partnership buy-ins, compensation structures, and multi-layered incentive goals, and trains newer partners.

Bob is a frequent speaker nationally, at local events, and in individual firms. He was an accountant and has a Bachelor of Science in Finance and an MBA, both from DePaul University in Chicago, IL. 

Visionary group logo hdpi

Doug is a Director at The Visionary Group responsible for the overall success of Visionary’s Mergers & Acquisitions sector. He specializes in conducting M&A searches from inception, through onboarding and the final closing of transactions. Doug leads our candidate firm profiling, development of targets, assessing the potential candidate fits, and deal structure & negotiations. 

A major component of his role is to facilitate structured and fair opportunities for all parties involved in M&A transactions. He spends the majority of his time speaking with Managing Partners, CEOs, and other key leadership positions inside CPA firms and non-accounting organizations. His focus is to increase deal flow and overcome obstacles as they arise during the M&A process. Doug has a proven track record of successfully establishing relationships with industry leaders to think outside the box when conducting M&A-related activities. The balance of his time is spent on building a strategic partnership network of trusted consultants and advisors. 

Prior to joining The Visionary Group, Doug spent time in key client-facing roles in the professional sports and startup technology industries. In these roles, he was responsible for leading several different sales, marketing, and account management campaigns catered towards Fortune 500 and 1000 companies. He holds a Bachelor of Science in Marketing from Illinois State University.

About Our Presenter

Visionary group logo hdpi
Visionary Marketing helps to drive innovative thinking for CPA firms by implementing the activities that build firm value. Visionary Marketing is actively involved in the entire deal process and starts conversations with firms and non-accounting businesses looking at their exit strategy or opening a merger or sale. Examples are VARs, CRM/ERP providers, or other specialty companies. It provides industry-leading advice that builds the enterprise value of a CPA firm. Visionary works with leadership to focus on key metrics that make an impact and help firms adapt and transform as the CPA profession changes. Visionary's Advisory Officer role helps firms refine whom to add as a client, advisory capabilities, pricing strategies, client mining, referral partner development, partnership agreements, and every aspect of a firm’s profitability.