Growth, Selling, or Succession:
How Firms are Choosing Their Next Move

Webinar Information:

Description: Not sure what the right next move is for your firm?

In this recording from our live webinar, Bob Lewis, President at The Visionary Group, and Doug Lewis, Managing Director at The Visionary Group, as they break down how CPA firms are navigating the choice between growth, selling, or succession. In this session, they cover: 

• Key industry trends and how they’re shaping growth, succession, and M&A decisions.
  

• How to evaluate your path, including the impact of private equity and financing.
  

• Why succession is becoming more difficult and what options exist if it’s not viable.
  

• Signs it may be time to sell, partner, or transition and how to balance that with continued growth.