The Exit Readiness Workshopᵀᴹ
Strategic Clarity for CPA Firm Owners Exploring
Their Next Chapter — Without Pressure
If You’ve Been Quietly Asking Yourself:
- “How much longer can I keep this up?”
- “Should I sell, merge, or just step back?”
- “What would it take to exit without regret?”
You’re not alone. And you don’t need all the answers today.
But you
do need a safe, structured way to explore your options — and clarity about your best next step.
That’s exactly what this focused 90-minute workshop delivers.
I didn’t realize how much value I was leaving on the table by delaying my exit planning. In just 90 minutes, I walked away with clarity that had eluded me for years.
David H., Owner of a $1.5M CPA Firm, Ohio
Salim has been through the journey himself. That made the workshop practical, relatable, and real. No hype — just clarity and next steps I could actually implement.
Karen M., CPA Practitioner, New Jersey
What You’ll Discover in Just 90 Minutes
- Why most firm owners delay exit planning — and how that one decision quietly reduces valuation
- The 3 Exit Readiness Levers that can immediately increase your firm’s value and reduce risk
- Key valuation drivers (and the top 3 mistakes that can quietly cost you six figures)
- How to build a next chapter that energizes you — not one you regret
- What true "readiness" means (it’s about more than numbers) — and how to score where you stand
- The smartest first step to take if you’re even thinking about selling, merging, or stepping back
Choose From 3 Live Dates
Thursday, October 16ᵗʰ, 3pm EST
Thursday, November 20ᵗʰ, 10am EST
Thursday, December 9ᵗʰ, 12pm EST
All workshops are 90 minutes and held live on Zoom.
Can’t make it live? Every registrant receives the
full recording + materials so you won’t miss a thing.
Who This Is For
This workshop is designed for:
- CPA firm owners generating $250K–$2M+ in annual revenue
- Owners who feel “exit curious” but aren’t ready to make big moves yet
- Leaders who want structured clarity — not pressure
- Those who value peace of mind and legacy as much as valuation
Why Now
The average firm owner delays planning by 3–5 years.
That delay can quietly cost hundreds of thousands in lost valuation growth — not to mention years of stress, burnout, and regret.
For less than the cost of dinner for two, you’ll walk away with insights and a roadmap that could shape your entire next chapter.
Straightforward, eye-opening, and exactly what I needed. I finally feel like I have a roadmap — not just random ideas floating in my head.
Robert T., CPA Firm Owner, Illinois
Your Investment
Founders’ Edition Price: $47
(normally $97)
- One-time. No upsell during the workshop.
- Recording included.
Your Risk-Free Guarantee
If you attend live (or watch the replay) and feel you didn’t get at least 10x the value of your $47 investment, simply email me within 7 days — and I’ll refund you in full.
No hassle. No pressure. Just clarity — or your money back.
Bonus for Founders’ Group
Every participant also receives the Exit Levers Workbook™ — a practical tool to help you prioritize and implement your next steps after the workshop.
Meet Your Guide
Salim Omar, CPA
Firm Owner. Author. Creator of the Exit Evolution Path™.
After 30 years of building, burning out, and reinventing his own firm — and guiding firm owners through transition — Salim knows the challenges (and opportunities) of planning your exit the right way.
This isn’t theory. It’s practical, proven, and delivered by someone who’s still in the game.
Final Word
Whether your exit is 1 year away or 10, the smartest move you can make is to get clear before you make big decisions.
The Exit Readiness Workshop™ will give you that clarity — and your first roadmap forward.