Exit Your CPA Firm with Clarity— and Peace of Mind
For firm owners 55+ who want to transition on their terms — without burnout, chaos, or leaving money on the table.
If You’re Asking Questions Like:
- “How much longer can I keep this up?”
- “Should I sell, merge, or step back?”
- “What would a smart, peaceful exit even look like?”
You’re not alone — and you’re not behind.
Whether you’re one year away or simply rethinking your role, the smartest next move is to get clear before you make big decisions.
Start with the Exit Readiness Lab™
A 5-Week Guided Experience to Clarify Your Timeline, Goals, and Next Best Move
If you're feeling the pull to do something — but aren't sure what that is — this is your next step.
This strategic program is designed for firm owners who:
- Are generating $250K–$2M in annual revenue
- Feel “exit curious” — but don’t want to rush the decision
- Want structured clarity — not pressure
You don’t have to be ready to exit.
You just have to be ready to think bigger than burnout.
Ready to Build Your Full Transition Plan?
The CPA Exit Accelerator™
A 12-month, high-touch program for firm owners who want to increase value, reduce stress, and step away on their terms.
Whether you’re selling, merging, or scaling back, this experience helps you:
Maximize firm valuation
Reduce day-to-day dependence on you
Design a clear, confident post-exit plan
This isn’t just about exit. It’s about freedom, clarity, and what comes next.
Meet Salim Omar, CPA
Firm Owner, Author, and Creator of the Exit Evolution Path™
After 30 years in practice, I’ve seen the highs and lows of running a CPA firm — the long hours, the client demands, the moments of pride, and the quiet thoughts about stepping back.
I’ve walked the path many firm owners are on now: building something meaningful, then wondering how — and when — to let go without losing what matters.
Today, I’m still in the game, leading a high-performing firm while helping others create their transition path.
That’s why I created the Exit Evolution Path™ — to help CPAs navigate their next chapter with clarity, structure, and support.
This isn’t about hype. It’s about helping you make wise, intentional decisions for your future, your firm, and your life. If you’re ready to start planning — or even just start thinking differently — I’m here to help.
The Exit Evolution Path™
A Proven 5-Phase Framework for Transitioning Without Regret
Most CPAs delay their exit — not because they don’t want it, but because they don’t have a clear plan.
That’s why I created the Exit Evolution Path™ — a strategic framework that guides firm owners from burnout and uncertainty to clarity, value, and freedom.
Here’s how it works:
Real Results. Real Transitions.
Trusted by CPA firm owners navigating growth, succession, and exit, without the overwhelm.
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
Not Quite Ready For A Guided Program?
Start with The CPA Exit Playbook — a practical, self-paced guide to stepping back without regret.
Inside, you'll find real stories, strategic insights, and a clear lens for what’s possible next.
You’ve Built a Firm.
Now Let’s Build What’s Next.
Whether you’re exiting in 1 year or 10, the smartest move is to start with clarity.
Let’s build your next chapter — on purpose, not by default.
