Plan Your Exit with Confidence:
Get the Free CPA Firm Exit Resource Kit
Worksheets, checklists, and guides to maximize your firm’s value, avoid costly mistakes, and prepare for a smooth, profitable transition.
A Special Thank-You for Readers of
The CPA Firm Exit Playbook
Whether you’re planning to sell, merge, or simply step back, the CPA Firm Exit Resource Kit gives you the clarity, tools, and roadmap you need to move forward strategically.

This free toolkit is designed to help you:
- Gain clarity on your next chapter and financial goals
- Identify opportunities to enhance your firm’s value before a sale
- Avoid costly mistakes during negotiations and transitions
- Communicate effectively with clients and staff
- Confidently prepare your firm for a smooth, profitable exit
What’s Included in the CPA Firm Exit Resource Kit
Future Vision Worksheet
Clarify your next chapter and assess the financial resources you’ll need.
Value Enhancement Worksheet
Identify key areas to strengthen so you can increase your firm’s value before a sale or merger.
Negotiation Preparation Checklist
Outline your top goals around price, terms, and post-sale involvement.
Due Diligence Checklist
Know exactly what documents a buyer will need—from financials to employee agreements.
Communication Plan Template
Plan how and when to communicate your exit with clients and team without disruption.
Draft Client Letter
Use professional sample language to announce your sale or merger.
Transition Checklist
Ensure nothing falls through the cracks with a step-by-step guide for closing out your firm.
Valuation Guide Form
Fill out a short questionnaire and receive a rough estimate of your firm’s current market value.
Each resource is actionable and easy to use—giving you real clarity and confidence from day one.
Why This Matters Now
The average CPA firm owner delays exit planning by
3–5 years, quietly losing potential valuation growth and increasing stress. For less than the cost of dinner for two, you’ll walk away with insights and tools that could
shape your entire next chapter.
Take Your Exit Planning Further
A Sneak Peek at the Exit Readiness Workshop
While the CPA Firm Exit Resource Kit gives you the tools to start planning your exit today, many firm owners find it helpful to gain even more clarity and confidence through our Exit Readiness Workshop.
In this 90-minute focused session, you’ll learn how to:
- Assess your firm’s readiness for exit
- Gain structured clarity on your next steps
- Understand the strategic moves that can maximize your firm’s value
The workshop is designed to complement your resource kit—giving you actionable insights to take your exit plan from theory to a clear roadmap.
Trusted Guidance from Straight Talk Transitions
With decades of experience helping CPA firm owners plan strategic exits, we provide practical, no-nonsense advice you can trust. Salim Omar, CPA and the Straight Talk Transitions team are committed to helping you:
- Protect your legacy
- Maximize firm value
- Achieve peace of mind during your exit
Get Instant Access Now
Fill out the form below to download your CPA Firm Exit Resource Kit and take the first step toward a confident, well-planned exit.