Free Bonus for Readers of The CPA Firm Exit Playbook
Get the CPA Firm Exit Resource Kit—Absolutely Free
As a special thank-you for reading The CPA Firm Exit Playbook, I’ve put together a free CPA Firm Exit Resource Kit designed to support you at every step of your exit journey—whether you’re planning to sell, merge, or simply step back.
This powerful toolkit includes worksheets, checklists, templates, and guides to help you gain clarity, avoid mistakes, and prepare your firm (and yourself) for a smooth, profitable transition.
What’s Included in the 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 boost your firm’s value before a sale or merger.
Negotiation Preparation Checklist
Outline your top goals around price, terms, and your 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 you’ll share the news with your clients and team—without causing disruption.
Draft Client Letter
Get sample language to professionally communicate your sale or merger to clients.
Transition Checklist
Ensure nothing falls through the cracks with this step-by-step guide to closing out and handing off your firm smoothly.
Valuation Guide Form
Fill out this short questionnaire and I’ll personally provide you with a rough estimate of your firm’s current market value.
Get Instant Access
Enter your name and email below to download your free CPA Firm Exit Resource Kit and take the next step toward a confident, well-planned exit.