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What accounting firms should consider when planning for merger or acquisition | Bob Lewis & Ganesh Ranganathan

DEC 13, 2023

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In this insightful episode, join us with Bob Lewis, President of The Visionary Group, engaging in a dynamic conversation with Ganesh Ranganathan, CEO of Integra Global Solutions. Together, they delve into the intricate world of “How accounting firms can plan for succession – points to consider for mergers or acquisition.”

Key Topics Discussed:

  • Succession Planning: Explore the critical aspects of developing a robust succession plan and ensuring the continuity of leadership at an accounting practice.
  • Mergers & Acquisitions: Gain insights into the strategies behind successful mergers and acquisitions, understanding the challenges and opportunities they present.
  • Strategic Excellence: Learn from real-world examples of how strategic excellence can be achieved, driving long-term success in the ever-evolving accounting landscape.

Who Should Watch?

  • Principals of accounting firms seeking to sell or merge their practices.
  • Accounting firm owners who want to navigate the complexities of succession planning.
  • Anyone interested in the dynamics of mergers and acquisitions within an accounting practice.