Exit 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 Lab™

A focused review of your practice that pinpoints:

  • Current value range (and where multiples could lift)
  • Key readiness gaps (owner hours, recurring revenue mix, AR/AP cleanup, retention prep)
  • A practical 5 Week plan to strengthen options



This isn’t about rushing to market. It’s about understanding your position, so you can move forward 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 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 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

  • 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 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.