The Must-Read Guide for CPA Firm Owners Planning Their Exit

Most CPA firm owners never plan their exit — and regret it later.

This book changes that. 

The Must-Read Guide for CPA Firm Owners Planning Their Exit

Most CPA firm owners never plan their exit — and regret it later.

This book changes that. 

The Roadmap You Wish You Had 5 Years Ago

Inside, you’ll learn how to: 


  • Boost your firm’s valuation before you sell 
  • Avoid the most common (and costly) mistakes during a sale, merger, or transition 
  • Step back gradually — even if you’re not ready to fully retire 
  • Protect your income, clients, and legacy 
  • Redefine your identity and lifestyle beyond the firm 


This isn’t theory.


It’s a practical, real-world guide — from someone who’s built, restructured, and supported other firm owners through successful, intentional transitions. 

What Readers Are Saying

Finally—a book that speaks to our generation of firm owners. It's smart, strategic, and grounded in experience. I've already recommended it to three colleagues.



James L., CPA, Georgia

From succession planning to dealing with client relationships, this book covers it all. Salim brings both empathy and expertise, which is a rare combination in our industry.



Eleanor P., CPA, Pennsylvania

It gave me the clarity I was looking for—and helped me realize I'm not alone in this transition.



Alan M., CPA, Illinois

Bonus: Free CPA Exit Kit

Order the book and receive instant access to the CPA Exit Kit — a powerful set of tools to help you implement what you learn, including: 

  • Exit Readiness Checklist 
  • Firm Valuation Boosters 
  • Client Transition Email Templates 
  • Marketing Must-Haves Before You Sell 


These resources are yours — free — when you purchase the book. 

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