Clarity, Confidence, and a Plan — Wherever You Are in Your Exit Journey

If you’re here, you’ve built something worth protecting — and you’re starting to think about what’s next.

You might be asking:

  • Should I sell, merge, or simply step back? 
  • When is the right time to plan? 
  • How do I grow my firm’s value before I exit? 


You don’t need every answer today.
You just need the right place to start — and the right guide to walk with you. 

Exit Readiness Lab™

 CPA Exit Accelerator™

For the “Exit-Curious” Stage — Clarity Without Commitment

In just 5 weeks, you’ll: 

  • See exactly where you stand with a personalized readiness score 
  • Identify your 3 most powerful value levers 
  • Get private, 1-on-1 guidance — without pressure 




Best For: Firm Owners who want structured clarity before committing to a full transition plan.


Learn More About the Exit Readiness Lab →

For the “Ready to Build Your Exit” Stage —  Full Roadmap, Full Support

Over 12 months, you’ll: 

  • Maximize firm value before your exit 
  • Install systems so the firm runs without you 
  • Clarify your post-exit lifestyle, income, and identity 
  • (Optional) Add a Done-for-You Marketing Engine to accelerate value 


Best For:  Firm owners who are ready to commit to building a profitable, low-stress transition.


Explore the CPA Exit Accelerator →