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How to Help Your Successor Succeed

  • May 24, 2022

Succession planning is a top priority for firm owners, whether you're five years from retirement or twenty-five years. If you decide to hire someone to take over your practice rather than going through with a merger, here are the steps to ensure they're ready to fill your shoes. Continue Reading

Why converting to a cloud firm can be a good exit strategy

  • April 20, 2022

The past two years have forced accounting firms to adapt quickly to changes in technology and the world around us. But the pandemic also caused many firm owners to reassess their priorities. If you're thinking about retiring or exiting, you need to think about the factors that will determine what you can sell your firm for and whether you can even sell it. Continue Reading

Choosing the Right Succession Plan for Your Client

  • January 10, 2022

If your client owns a business, they will need a plan for a smooth succession to avoid stress and complications down the road. In this article, Bryce Sanders explains the options for these clients and the benefits of each so you can successfully guide your client through the succession process. Continue Reading

Where does the value of a firm come from?

  • October 25, 2021

As more and more firm owners look to transition, it's crucial that they understand what, exactly, is valuable about their practice. The Visionary Group's Bob Lewis and Doug Lewis dive into what makes a practice saleable — and what doesn't. Continue Reading