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Bob Lewis
Lewis-Bob-Visionary Group NEW - 2025
Job title
President
Company/organization
The Visionary Group
AT Think
About

Bob Lewis is president of The Visionary Group. He has relationships with key leaders in accounting firms nationwide and is a frequent speaker on M&A, private equity, and organic growth, and helps firms assess their ability to remain independent, build enterprise value, and creates and facilitates dozens of material transactions annually. His 30-plus years of support in the accounting profession has provided Lewis with the opportunity to learn from great firm leaders. Beyond his deep experience in M&A and private equity he helps firms with pricing, client upscaling, and overall growth tactics. He is a frequent member of Accounting Today's Top 100 Most Influential People, and co-chairs the Accounting Today Private Equity Summit. He has an accounting background, and his formal education includes a Bachelor of Science in Finance and an MBA, both from DePaul University in Chicago.

Areas of expertise
Practice managementSuccession planning
The complete guide to starting an RIA

Financial Planning's "Starting an RIA" book contains 30 chapters that help financial advisors from the launch of a firm to successful exits.

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