Sell Your Accounting Firm with Clarity - Not Pressure

For firm owners exploring succession, merger, or sale — whether in 6 months or 6 years — the smartest move is to start with clarity now. The right plan expands your options, strengthens value, and sets you up for a smoother next chapter. You’re not behind — you’re right on time.

Are These Questions on Your Mind?

“How much longer can I keep running at this pace?”
“What’s my practice really worth today?”
“Should I sell, merge, or start grooming a successor?”


You’re not alone. Many owners wait until burnout forces the decision. The better path?


Get clarity first — so you move forward with confidence, not pressure.

Start with the Exit Readiness Diagnostic™

A structured review that gives you:

  • A practical valuation range grounded in your firm’s real numbers
  • Key readiness gaps (owner hours, recurring revenue mix, AR/AP cleanup, retention prep)
  • A focused 90-day plan to lift value and expand your options

This isn’t about rushing to market. It’s about knowing where you stand — and strengthening your position.

Who This Is For

  • Owners considering succession or sale in the next 6–24 months
  • Partners weighing merger vs. internal transition
  • Principals who want to maximize value without disrupting clients or the team

What You’ll Gain

  • Exit Readiness Diagnostic™ – A clear look at strengths, risks, and opportunities
  • Personalized Exit Score & Roadmap – Tailored insights aligned with your goals and timeline
  • 1:1 Exit Clarity Session – Private strategy call to refine your plan and avoid common pitfalls
  • Exit Levers Workbook – Practical tool to help you prioritize and take action

The Exit Evolution Path™ 

  • Reground: Reconnect with your vision and long-term goals
  • Rebuild: Strengthen systems and empower your team
  • Reposition: Enhance your firm’s value and market standing
  • 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’ve Built a Firm.

Now Let’s Build What’s Next.

Whether you’re a year or ten years away from exit, the strongest move is to start with clarity — so you can maximize value, reduce stress, and step into your next chapter on your terms.