Clarity for Your Firm’s

Next Chapter

A strategic path for CPA firm owners who want more control, less dependency, and real options for the future — without pressure to sell or retire. 

Get Clarity on Your Firm’s Next Chapter

Start with the CPA Firm Clarity Diagnostic™ — $97 

Salim Omar, CPA

Founder: Straight Talk Transitions

You’ve Built a Successful Firm.

But the Next Chapter Isn’t as Clear. 

Most CPA firm owners reach a point where the firm is profitable and respected — yet still: 

  • Depends heavily on them 
  • Demands long hours during peak seasons 
  • Feels harder to step away from than expected 
  • Raises unanswered questions about the future 


Not because they failed — but because no one ever showed them how to evolve a firm beyond its owner. 


If you’ve started wondering, “What does the next phase look like for me?” you’re in the right place. 

This Isn’t About Exiting.

It’s About Creating Optionality.

For most CPAs, “exit planning” feels premature, uncomfortable, or irrelevant. 


What they actually want is clarity: 

  • Can the firm run without me? 
  • How dependent is it — really? 
  • What would stepping back look like? 
  • What options do I want over the next 1–5 years? 


That’s where optionality comes in. 

Optionality means having choices — to stay involved, step back, transition internally, or eventually sell — without being forced into any of them.

The Problem Isn’t Effort.

It’s the Model You Were Trained In.

For decades, the profession rewarded: 

  • Client responsiveness 
  • Personal expertise 
  • Being the “go-to” person 
  • Carrying the firm through busy seasons 


That worked — until it didn’t. 


As priorities shift, the same model that built success can quietly limit freedom, value, and peace of mind. 


That’s not your fault.


But it is the moment where evolution begins. 

The CPA Firm Evolution Path™ 

  • Reactive
  • Owner-dependent
  • Urgent
  1. Reground
  2. Rebuild
  3. Reposition
  4. Reinvent
  5. Release
  • Reduced dependency
  • Clear options
  • Intentional control

Most firm owners have never seen this path — but it’s the missing structure they’ve been feeling. 

What Keeps Most Firms Stuck

Nearly every firm owner I work with struggles with some version of these dependencies: 


  • You as the decision maker 
  • You as the client relationship anchor 
  • You as the production safety net 
  • You as the planner 
  • You as quality control 

This is the root cause of: 


  • Burnout 
  • Plateaued value 
  • Difficulty stepping back 
  • Uncertainty about the future 

Start With Clarity — Not a Commitment 

You don’t need a full plan today.


You don’t need to “decide” anything yet. 


You need clarity. 


That’s why the best place to begin is the CPA Firm Clarity Diagnostic™. 

The CPA Firm Clarity Diagnostic™ — $97 

A structured clarity process designed specifically for CPA firm owners. It includes: 

  • The Infinite Firm Training

    Introducing the CPA Firm Evolution Path™ and the shift from finite to infinite firm design

  • The CPA Firm Clarity Diagnostic™

    A short questionnaire to identify your current phase and key dependencies

  • A Private 1:1 Call With Me

    We’ll review your Diagnostic and discuss what matters most over the next 12–24 months

This is not a sales call. It’s a clarity conversation. 

What You’ll Walk Away With

  • A clear sense of where your firm stands today 
  • Visibility into blind spots you may not see from inside the business 
  • Your current place on the Evolution Path 
  • A prioritized view of what to focus on next 
  • Increased confidence about your next chapter 

About Salim Omar, CPA

I’ve spent over 29 years running my own CPA firm and working closely with firm owners navigating the later stages of practice ownership. 


After authoring The CPA Exit Playbook and seeing the same challenges repeat, one thing became clear: 


Most firm owners don’t struggle because they lack effort. 


They struggle because they’ve never been shown how to design a firm that creates clarity and options over time. 


I created Straight Talk Transitions to help firm owners: 

  • Step out of constant reaction mode 
  • See where their firm truly stands 
  • Make thoughtful decisions about what comes next
    — without pressure to sell or retire 
About Salim

Your Next Step

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

Start with the CPA Firm Clarity Diagnostic™ — $97 

I personally review every Diagnostic that’s submitted. 

Start with the Book That’s Helping CPAs Exit with Clarity

How to Sell, Merge, or Step Away Without Regret — and Maximize What You’ve Built 

Perfect for firm owners planning to transition in the next 1–5 years. 

Get the Book + Free Exit Kit