Sell Your Tax Practice with Clarity - Not Guesswork

For firm owners thinking about transition—whether in 6 months or 6 years—the smartest move is to get clear before making big decisions. The right plan creates options, lifts value, and sets you up for a stronger next chapter.

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—and you’re not late. Many owners wait until the pressure builds. The better path?


Start with clarity now, so your choices expand instead of shrink.

Start with the Exit Readiness Workshop™

A focused 90-minute session designed for tax firm owners who want clarity on their next

chapter.

You’ll walk away with:

  • A clear view of your firm’s current valuation (and what could lift it fast)
  • Insight into the 3 Exit Readiness Levers that increase value and reduce risk
  • A roadmap to strengthen your options — whether your exit is 1 or 5 years away


This isn’t about selling your firm tomorrow.

It’s about understanding where you stand, what’s possible, and how to exit on your terms..

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 assessment of your firm’s strengths, risks, and opportunities.
  • Personalized Exit Score & Roadmap – Tailored insights and next steps aligned with your goals and timeline.
  • 1:1 Exit Clarity Session – A private strategy call to refine your plan and avoid common pitfalls.
  • Exit Levers Workbook – A practical tool to help you prioritize and take action with confidence.

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

Real Results From Real Owners

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

  • Who should attend the Exit Readiness Workshop™?

    It’s designed for tax firm owners earning $250K–$2M+ who are thinking about selling, merging, or stepping back. Whether your exit is 1 or 5 years away, you’ll learn how to increase your firm’s valuation and create a smoother transition.

  • I’m not ready to sell yet. Is this still relevant?

    Yes. The best time to plan your exit is before you’re ready to sell. You’ll discover how early planning helps you grow firm value, reduce risk, and avoid costly mistakes most owners make by waiting too long.

  • What will I learn in 90 minutes?

    You’ll uncover the 3 Exit Readiness Levers, learn how firm valuation is calculated, and identify common valuation mistakes that cost six figures. You’ll also receive your personal Exit Readiness Score and roadmap.

  • Is it live or pre-recorded?

    The workshop is live and interactive on Zoom, limited to 25 tax firm owners. You’ll also get lifetime access to the recording, slides, and workbook if you can’t attend live.

  • Will this workshop try to sell me something?

    No. This is a no-pitch, high-value session focused entirely on helping you assess your readiness and build a stronger, more valuable firm.

  • What if I can’t attend the live session?

    Every registrant gets lifetime access to the full recording and materials, including the Exit Levers Workbook™ and Scorecard™. You can review everything at your own pace.

  • What if I don’t find it valuable?

    You’re covered by a 100% money-back guarantee. If you attend or watch the replay and don’t receive at least 10x the value, just email within 7 days for a full refund.

  • How is this different from other CPA exit planning webinars?

    Unlike generic webinars, this workshop is led by Salim Omar, CPA, a firm owner who’s lived the exit journey. It’s real-world, actionable, and built specifically for tax firm owners — not theory.

  • What happens after the workshop?

    You’ll walk away with a clear action plan, your Exit Readiness Score, and an invite to a private Founders-only roundtable for deeper discussions on exit strategy and succession planning.

You’ve Built a Tax Practice.

Now Let’s Build What’s Next

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