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Your CPA Firm Exit Resource Kit Is Ready

Your CPA Firm Exit Resource Kit has been sent to your email. If you don’t see it within a few minutes, check your promotions or spam folder.


This toolkit gives you practical resources to:

  • Clarify your exit goals and timeline
  • Identify opportunities to enhance your firm’s value
  • Prepare for a smooth transition for clients and staff
  • Use these worksheets and checklists to make informed, confident decisions about your CPA firm’s future.

Want Personalized Guidance?

Explore The Exit Readiness Workshopᵀᴹ

If you’d like help interpreting your worksheets, identifying the best value levers, or mapping out your next moves, the Exit Readiness Workshop™ may be a perfect next step.


This 90-minute working session helps you:

  • Understand exactly where your firm stands today,
  • Spot opportunities to strengthen your valuation,
  • and build a clear, customized action plan.



It’s the fastest way to turn your kit into a step-by-step roadmap tailored to your firm.