The Exit Readiness Workshopᵀᴹ

How to Double Your Firm’s Valuation — and Exit on Your Terms

A focused 90-minute workshop for CPA firm owners who are  starting to think  seriously about what’s next. 

This Isn’t Just a Workshop — It’s a Wake-Up Call 

Most firm owners wait too long to plan their exit… and it costs them. 

Valuation drops. Options shrink. Regret creeps in. 


This 90-minute workshop is your chance to step back, get clarity, and start building your future — with a clear roadmap and zero pressure. 


Whether your exit is 1 year away or 5, the smartest move you can make is getting ahead of it. 

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 

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

Choose From 3 Live Dates

All sessions are 90 minutes and held live on Zoom.

Thursday, October 16ᵗʰ, 3pm EST

Thursday, November 20ᵗʰ, 10am EST

Tuesday, December 9ᵗʰ, 12pm EST

Can’t make it live? Every registrant receives the full recording + materials so you won’t miss a thing. 

Reserve Your Seat for $47

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

Here’s What You Get for Just $47

90-Minute Live Strategic Workshop  ($297 Value) 

A focused session designed to help you increase valuation, reduce risk, and map out your ideal next chapter — without pressure or fluff. 

Exit Levers Workbook™  ($97 Value)

A practical tool to help you implement what you learn — and take focused action right away.

Exit Readiness Scorecard  ($47 Value)

Quickly assess where you stand across 7 critical dimensions of exit planning. 

Full Recording + Slides  ($47 Value)

Can’t make it live or want to review it again? You’ll get lifetime access to the full replay and all presentation materials. 

Bonus: 15-Minute Private Strategy Call with

Salim Omar, CPA  ($197 Value)

After the workshop, you’ll have the option to schedule a 15-minute clarity call directly with Salim. No pitch. No pressure. Just a confidential conversation about what’s next for you.

Total Value: $685 — Your Price: $47 

One-time payment. No upsell during the workshop. 

Founders’ Edition Bonus

As one of the first CPA firm owners to attend this workshop, you’ll also receive an exclusive Founders-only invite to a private roundtable later this year — where we’ll go deeper into real transition strategies and lessons from the field. 


No cost. No pitch. Just deeper clarity with peers on the same path.

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 within 7 days — and you’ll receive a full refund. 


No hassle. No pressure. Just clarity — or your money back. 

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 CPA 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. 

I thought I was just ‘exit curious,’ but this gave me the confidence to start planning seriously. The Exit Levers Workbook alone was worth the price.

Linda P., Firm Owner, Texas

This workshop was a turning point for me. For the first time, I could actually see what my next chapter might look like — and that gave me peace of mind.

Michael R., CPA Firm Owner, Florida

Seats are intentionally limited to 25 CPA firm owners for this founders’ edition — so you’ll have space to ask questions and engage directly. Don’t miss your spot.


Don’t miss your chance to get clarity and build your roadmap forward. 

FAQs

  • Who is this workshop really for?

    This workshop is specifically for CPA firm owners generating between $250K and $2M+ in annual revenue who are beginning to think seriously about succession, selling, or stepping back. Whether you’re 12 months or 5 years away from an exit, you’ll gain clarity on what steps to take now to increase valuation and options later.


  • I’m not planning to sell soon. Should I still attend?

    Yes — in fact, that’s when you’ll benefit most. Exit readiness isn’t just about timing the sale; it’s about building firm value today so you can exit from a position of strength when the time comes. Waiting until you’re ready to sell is what causes most owners to lose 20–40% of potential value.

  • What exactly will we cover in 90 minutes?

    You’ll uncover the three core Exit Readiness Levers, learn how valuation is actually determined (and what quietly erodes it), and walk away with your personal Exit Readiness Score. The session is fast-paced, practical, and focused on clarity — not theory or sales pitches.

  • Will this be a group session or one-on-one?

    The workshop is live and interactive, limited to just 25 CPA firm owners. You’ll have the opportunity to ask questions and participate directly. Afterward, you’ll also receive an optional 1:1 strategy call with Salim Omar, CPA, to privately discuss your specific situation.

  • What if I can’t make it to the live session?

    No problem — every registrant receives lifetime access to the full recording and materials, including the Exit Levers Workbook™ and Exit Readiness Scorecard™. You’ll get the same clarity and tools, even if you can’t attend live.

  • Is this workshop just a lead-in to sell me something?

    Absolutely not. There are no upsells or sales pitches during the workshop. The purpose is to help you get clarity, assess where your firm stands, and understand what actions will increase value. If you decide later you’d like to explore further guidance, that’s completely up to you.

  • What if I don’t find it valuable?

    You’re fully protected by the Risk-Free Guarantee: if you attend (or watch the replay) and feel you didn’t receive at least 10x the value of your $47 investment, simply email within 7 days for a full refund — no questions asked.

  • How is this different from other exit planning webinars or CPE courses?

    Most webinars give generic advice or push complex financial strategies. This workshop is created and led by a practicing CPA firm owner who’s been through the full exit journey himself. It’s practical, proven, and built specifically for CPA firm owners — not general business owners.