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A clear, proven path for CPA firm owners ready to plan their next chapter.
If you've spent your life building a successful firm, the idea of stepping back can feel overwhelming. You might wonder:
• What's my firm actually worth?
• How do I find the right buyer or merger partner?
• What will happen to my team... and my clients?
• Am I really ready for life after the firm?
This book gives you the clarity and confidence to exit on your terms -- without stress, burnout, or second- guessing.
Author and CPA firm owner Salim Omar has been in your shoes. After building and growing one of the country's most respected virtual CPA firms, he now helps fellow firm owners over 60 exit clean -- without overwhelm, anxiety, or regret.
Inside, you'll learn how to:
• Maximize the value of your firm before you sell
• Avoid costly deal-breakers and due diligence pitfalls
• Protect client relationships and team morale during the handoff
• Choose the right buyer, partner, or successor -- without wasting time
• Structure your deal for financial and personal freedom
• Design a post-exit life that's fulfilling -- and truly yours
Whether you're looking to sell, merge, or take a step back, The CPA Firm Exit Playbook gives you the guidance
to protect what you've built -- and the confidence to move forward.
Ready to plan your ideal exit? Grab your copy of The CPA Firm Exit Playbook today -- and take the first step toward clarity, control, and a next chapter you'll feel good about.
Perfect for: CPA firm owners over 60, small firm practitioners, accountants nearing retirement, and anyone exploring how to sell, merge, or transition their practice smoothly and profitably.
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