Bob Lewis

Mr. Lewis exclusively works with accounting firms to create and implement growth strategies. His firm uses a 4 Corners approach that address; CPA M&A, Existing Client Mining, Referral Partner Network Development and New Client Prospecting. The Visionary Group and CPA Growth work closely with the Partnership group, in-house Marketing professionals and provides leadership on the business development side.

His areas of concentration center on growth through merger and acquisition, exit and succession planning for CPA firms trying to develop their personal strategy, as well as the development of an exit and succession planning niche for CPA firms to use with their clients and referral partners. They have a unique process of identifying practices not on the market yet who are trying to determine an exit or transition strategy.

Organically, The Visionary Group helps firms through the entire sales cycle from how to design a business development campaign; including database development, sales messages, calling financial executives or owners, developing and sending custom email marketing programs, writing proposals for their clients and talking them through each sales step with a live lead. In addition, they provide sales training and support to the professional staff to get their accounting professionals more comfortable selling and networking. They have a deep understanding of how to create and market an outsourced accounting function inside CPA firms.

The Visionary Group www.ThinkVisionary.com addresses organic growth needs. CPA Growth www.CPAgrowth.com concentrates on the merger and acquisition and succession planning for CPA firms. Both groups can be reached at 800.995.9186 or contact Bob Lewis at blewis@ThinkVisionary.com