OnPoint with Oak Street Funding

S3. Ep. 5 - Setting Up for a Successful Transition with Bob Lewis


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We have Bob Lewis, President of The Visionary Group, join me on the show today! Bob has over 25 years of experience supporting the CPA profession with organic growth and succession. Bob helps firms design partnership buy-ins, compensation structures, and multi-layered incentive goals. We are excited to have Bob on the show today as he talks about current trends, growth, and successful succession in the accounting industry.

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OnPoint with Oak Street FundingBy Oak Street Funding