Tax Savvy
The art - and science - of keeping more money in your pocket. A specialty tax podcast that uncovers real-world tax strategies, technical insights, and expert advice that businesses use to stay ahead.
Tax Savvy
Episode 2: Strategic Growth for Accounting Firms With Guest Bob Lewis
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In this conversation, Bob Lewis, President of the Visionary Group, discusses the current challenges and opportunities in the accounting industry, particularly focusing on M&A, private equity, and the impact of AI. He emphasizes the importance of having a clear independence plan for firms, the need for informed decision-making in succession planning, and the potential for firms to reshape their pricing and service models to enhance profitability. Bob also shares insights on the future of M&A activity and the evolving landscape of accounting firms as they adapt to new market demands.
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