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.

Take Your Exit Planning Further

The Exit Readiness Workshopᵀᴹ

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.

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.