There’s No One “Right” Way Forward. 

But There Is a Right Way to Think About It. 

By the time most CPA firm owners reach out to me, they’re not looking for motivation or tactics.

They’re looking for: 

• Perspective 
• Structure 
• A way to think clearly about what’s next 
• Guidance from someone who understands the profession from the inside

That’s exactly how I work. 

How I Work With CPA Firm Owners

I work with a small number of firm owners who are thinking seriously about the next chapter of their firm and their career. 

This is not about rushing toward an exit. 

It’s about designing a firm that gives you control and options — whether you choose to stay involved, step back, or eventually transition. 



Every engagement starts with clarity. 

Before we discuss working together, we begin with the CPA Firm Clarity Diagnostic™.

This ensures: 

• We’re speaking the same language 
• We understand where your firm truly stands 
• We identify what matters most — and what doesn’t 
• Our conversation is grounded in your reality 



Many firm owners find that this step alone brings significant relief and direction. 

After reviewing your Diagnostic during our private call, one of three things usually happens: 

1. You gain clarity and take the next steps on your own 
Sometimes perspective is all that’s needed. 

2. We identify a few targeted areas to work through together 

In some cases, ongoing support makes sense. 

3. We determine this isn’t the right time or fit 
If that’s the case, I’ll tell you honestly. 

There is no pressure to continue beyond clarity.

The goal is not to sell you into something — it’s to determine what genuinely serves you and your firm. 

When deeper work does make sense, this is how we approach it. 

The Firm Evolution Lab™

A guided working relationship for CPA firm owners who want to deliberately reduce owner dependency and increase optionality over time. 

The Firm Evolution Lab™ is for firm owners who want: 

• A firm that can operate without them day-to-day 
• Reduced stress and stronger structure 
• Increased transferability and long-term value 
• A clear 12–24 month evolution plan 

This is not a group coaching program. It’s a private, structured engagement — tailored to your firm, your priorities, and your pace. 

Exit readiness may be an outcome of this work, but it is not the starting point.

The focus is firm evolution first — so that all future options remain open. 

What We Work On Together

in the Firm Evolution Lab

Depending on where you are on the Evolution Path, our work may include:

Improving operational structure

Strengthening team capability

Aligning services with

long-term goals

Preparing the firm for future transition — without pressure or urgency.

What The Firm Evolution Lab Is —

and What It Isn’t 

This work is: 

• Strategic 
• Practical 
• Thoughtful 
• Grounded in real CPA firm realities 

This work is not: 

• Coaching hype 
• Generic business advice 
• Growth-at-all-costs consulting 
• Exit brokering 

If you’re looking for shortcuts or quick fixes, this won’t be a fit. 

For a Small Number of Firm Owners

In some cases, firm owners want a deeper, longer-term working relationship as they navigate a full transition over 12 months or more. 

For those situations, I offer a private, invitation-only engagement focused on firm evolution, leadership transition, and long-term optionality. 

This is not something you apply for online. It’s discussed only after clarity is established. 

Your Next Step

If you’re thinking about the future of your firm — and your role in it — the place to start is clarity.

Begin with the CPA Firm Clarity Diagnostic™ — $97 

That conversation will determine if working together makes sense.