AFO|Wealth Management Forward $50M+ Firms, M&A, RIAs, and Private Equity in Accounting
Rory is joined by co-host Will Hill of Will Hill Consults as they talk with The Visionary Group President, Bob Lewis, about the latest M&A activity in accounting. In this episode, Bob talks about how we could see more accounting firms being acquired by RIAs as more firms integrate tax planning with wealth management. Listen as Bob discusses how 85% of firms have an unfunded partner buyout and why private equity is getting increasingly involved in the space. Discover why 1 out of 2 firms over $10 million ask Bob to acquire non-accounting practices like software, cybersecurity, and medical consulting companies. Are real estate niches the most profitable? Is exit planning a gateway to greater profitability? Learn the answers to these questions and more with one of the professions leading voices.
Connect on LinkedIn:
Connect with Bob Lewis: https://www.linkedin.com/in/bob-lewis-3aa62a11/
Connect with Will Hill: https://www.linkedin.com/in/wghill/
Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/
The Visionary Group: https://thinkvisionary.com/
Will Hill Consults: https://willhillconsults.com/
Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/