Sell Your Accounting Firm with Clarity - Not Pressure

Transitioning your firm shouldn’t feel rushed or transactional. With a clear process to value, prepare, and strengthen your practice, you’ll exit on your terms—protecting your firm’s valuation, your clients and your team. 

Questions Every Accounting Firm Owner Asks

  • When’s the right time to sell?
    When value drivers are in place: recurring revenue, reduced owner dependence, clean books, and a transition plan. Most firms run a 6–18 month runway.
  • What’s my firm really worth?
    Valuation depends on earnings quality, client mix, pricing discipline, staff stability, and systems. A readiness review sets a realistic range plus a 90-day lift plan.
  • Should I sell or merge?
    The best choice isn’t just financial — it’s about clients, culture, and timing. With clarity, the right option becomes obvious.


Start with clarity, not guesswork.

Learn More About the Exit Readiness Lab

Who It's For: 

  • Accounting firm owners considering succession or sale within the next 6–24 months
  • Principals looking to maximize value without disrupting staff or clients
  • Partners weighing merger, internal succession, or full sale

What You’ll Gain

  • Exit Readiness Diagnostic™ – Practical valuation range + prioritized value drivers
  • Personalized Roadmap – Clear steps aligned with goals, price, and timing
  • 1:1 Exit Clarity Session – Private strategy call to refine your plan
  • Exit Levers Workbook – Practical tool to help you prioritize and take action

The Exit Evolution Path™ 

  • Reground: Reconnect with your vision, values, and long-term goals
  • Rebuild: Strengthen systems and empower your team to thrive without you
  • Reposition: Elevate your firm’s market standing and value drivers
  • Reinvent: Redefine your role and purpose beyond the firm
  • Release: Transition on your terms, with structure and confidence
Learn More About the Exit Readiness Lab

Real Stories, Real Results

Before merging my firm into Salim’s, I was coaching with him. It gave me clarity and peace about the next steps — and the confidence to make them.

Jeffrey Campbell, CPA

Working with Salim helped me see a new vision for my future. I ultimately sold my firm and pivoted to financial advisory services — a transition I wouldn’t have made confidently without his coaching. He never pushed an outcome, just helped me uncover the right one for me.

Gerald Dagastino, CPA

FAQs

  • What should I focus on before selling?

    This is intentionally lean. 5 weeks. Four live calls. Short but powerful tools. If your calendar is full, that’s even more reason to step back and plan. 

  • Will I need to provide seller financing?

    You don’t have to. This is about creating freedom and options on your timeline. 

  • What if I’m unsure about timing?

    That’s fine. Start with a valuation + readiness review. We’ll compare “now vs. later” and create a 5 Weeks lift plan so you keep options open.

You Have Built Your Accounting Firm.

Now Build What’s Next.

Whether you’re a year or ten years away, the strongest move is to start with clarity — so you maximize value, reduce stress, and transition on your terms.