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Bob Lewis
President of the Visionary Group and an M&A expert focused on accounting and tax firms; advises on mergers, private equity transactions, succession and pricing strategy.
Best podcasts with Bob Lewis
Ranked by the Snipd community
Oct 21, 2025
• 38min
How can tax firms align pricing & growth with value amid escalating client expectations?
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Join M&A expert Bob Lewis, President of the Visionary Group, as he breaks down the evolving landscape of tax firms facing mounting client expectations. He reveals why over 60% of top firms now seek outside capital and argues that hourly billing undervalues expertise, advocating for value-based pricing. Bob discusses strategies to test pricing ceilings, the role of private equity in firm growth, and the impact of AI on labor costs. His insights offer a roadmap for firms to thrive amid disruption.
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