The CPA Exit Playbook
A practical guide for CPA firm owners thinking about transition, value, and legacy — on their terms.
Why I Wrote This Book
I wrote The CPA Exit Playbook after years of conversations with CPA firm owners who had built strong, profitable firms — yet felt uncertain about what came next.
They weren’t looking to rush into selling or retiring.
They simply wanted to understand their options clearly.
This book was written to address those questions honestly and practically — without hype, pressure, or false urgency.
What the Book Covers
The CPA Exit Playbook explores the realities CPA firm owners face when thinking about transition, including:
- How firm value is really assessed
- Common mistakes owners make by waiting too long
- Structuring a firm for transferability
- Protecting client relationships and team continuity
- Designing a post-transition role that fits your life
It’s written for firm owners who want a grounded, real-world perspective — even if they’re not ready to act yet.
Who This Book Is For
This book is for CPA firm owners who are beginning to think more intentionally about the future of their firm — and their role in it.
It’s not about pushing toward an outcome.
It’s about understanding the landscape clearly so that better decisions are possible later.
How the Book Fits
With My Work Today
While The CPA Exit Playbook focuses on transition scenarios, my work today emphasizes clarity before decisions.
Many readers come to realize that exit planning is only one possible outcome — and that optionality is created long before any transaction occurs.
That’s why, for firm owners who want clarity tailored to their specific situation, the best starting point today is the CPA Firm Clarity Diagnostic™.
What Readers Are Saying
Finally—a book that speaks to our generation of firm owners. It's smart, strategic, and grounded in experience. I've already recommended it to three colleagues.
James L., CPA, Georgia
From succession planning to dealing with client relationships, this book covers it all. Salim brings both empathy and expertise, which is a rare combination in our industry.
Eleanor P., CPA, Pennsylvania
It gave me the clarity I was looking for—and helped me realize I'm not alone in this transition.
Alan M., CPA, Illinois
Your Next Step
If you’re exploring the future of your firm and want clarity specific to your situation:
Begin with the CPA Firm Clarity Diagnostic™ — $97