You’ve Built a Firm. Now Let’s Build Your Exit — Without Regret.

A strategic, done-with-you experience for firm owners ready to exit on their terms — without chaos, burnout, or wasted value.

If You’re Wondering “How Much Longer Can I Keep This Up?” — You’re Not Alone. 

You’re not trying to scale to the moon.


You’re not chasing hustle culture. 


What you are looking for is: 



  • Clarity on when and how to step back 
  • Confidence you’re maximizing the value of what you’ve built 
  • A transition that isn’t chaotic, rushed, or filled with regret 


This is where that begins. 

The CPA Exit Accelerator™

A private, high-touch program that helps you: 



  • Increase firm valuation before you sell, merge, or step back 
  • Install systems that reduce your day-to-day involvement 
  • Reclaim your time, freedom, and peace of mind 
  • Clarify your post-exit goals, finances, and lifestyle vision 

You don’t have to retire tomorrow.

You just need a roadmap — and the right guide. 

What Life Can Look Like After Burnout

"For the first time in years, I feel clear, confident, and excited about what’s next."

Imagine: 


  • Walking into your office just two days a week — or not at all 
  • Handing off work without micromanaging 
  • Clients that pay what you’re worth 
  • A clear plan for your firm, finances, and your future


That’s the transformation we’re building. 

How I Get You There: The Exit Evolution Path™ 

This isn’t just coaching — it’s a guided evolution. 


Over 12 months, we work through a proven 5-phase framework that meets you where you are and gets you ready to exit without regret. 

  • Phase 1: Reground

    Realign goals, values, and what success means now


    We begin with your Exit Readiness Diagnostic™ — a strategic assessment of your firm’s current strengths, risks, and readiness across valuation drivers, owner dependence, operational systems, and timeline alignment. 


    You’ll walk away with a clear snapshot of where you are, what’s missing, and how to move forward — all grounded in your goals, values, and lifestyle vision. 


    We then clarify what success truly looks like in this next chapter: 

    What you want life to look like post-exit (or post-step-back) 

    Your ideal timeline — and how flexible or fixed it really is 

    The emotional and financial priorities driving this decision 


    This phase sets the foundation for everything to come.

  • Phase 2: Rebuild

    Simplify systems and free yourself from day-to-day ops 


    We simplify your firm’s infrastructure so it can run without you. 


    That includes installing scalable systems, elevating key team members, and reducing your daily involvement — all without compromising quality. This isn’t about more hustle. It’s about more leverage. 


    You’ll begin to feel freedom before you exit — not just after.

  • Phase 3: Reposition

    Elevate your brand and increase perceived value


    Whether you’re preparing to sell, merge, or simply reduce your role, your firm needs to look and feel like a premium asset. 


    We refresh your firm’s messaging, offers, and positioning to: 

    Attract better clients and referral partners 

    Justify higher pricing and valuation 

    Make you more attractive to future buyers or successors 


    You’ll stand out in your niche — with a stronger brand and a more compelling story. 

  • Phase 4: Reinvent

    Clarify your identity and purpose beyond the firm


    This isn’t just a business shift — it’s a personal one.  


    I guide you through the mindset work required to let go without regret, create space for what’s next, and reconnect with purpose beyond your role as “firm owner.” 


    You’ll map out what you want life to look like — from time and freedom to income and fulfillment — and begin stepping into that version of yourself now, not later.

  • Phase 5: Release

    Exit (or step back) with clarity, confidence, and peace of mind


    This final phase is where it all comes together. 


    You’ll execute your exit plan — whether that means selling, merging, transitioning to a successor, or stepping back into a part-time leadership role. You’ll have a clear roadmap, all the necessary assets, and the confidence that you’ve done this intentionally — not reactively. 


    Your firm continues. 

    Your impact deepens. 

    Your next chapter begins — without chaos or second-guessing.

What  You’ll Walk Away With

  • A Custom Exit Roadmap — Clear steps from today to your ideal exit 
  • A More Profitable, Streamlined Firm — Systems that run without you 
  • Post-Exit Clarity — Know your role, income, and lifestyle beyond the firm 
  • Leadership & Team Preparedness — So the firm thrives after you step back 
  • Optional: Done-for-You Marketing Engine — To grow value while you exit 

Who This Is For

The CPA Exit Accelerator™ is ideal for: 



  • CPA firm owners generating $400K–$1M+ in annual revenue 
  • Owners planning to sell, merge, or step back within 1–10 years 
  • Leaders who value peace of mind, legacy, and leverage over another round of hustle 


This program is for owners who want clarity, structure, and results — not endless theory or a one-size-fits-all plan. 

What’s Included in the Core 12-Month Program 

1-on-1 Coaching with Salim Omar, CPA

Strategic, personalized support from someone who’s done this and lived it. 

In-Person Strategy Retreats

Small group, high-impact sessions at my home near the beach. 

Exit Planning + Identity Coaching

Address both logistics and mindset. 

Team Training + Operational Systems

Reduce your day-to-day involvement and prepare for transition. 

Full Access to the Exit Evolution Path™ Resources

Templates, tools, and playbooks for every phase. 

Optional Add-On: Done-for-You Marketing Engine

Designed for owners who want to accelerate firm value and market presence while preparing to step back. Includes: 



  • Website redesign + updated positioning 
  • GoHighLevel CRM setup & automation 
  • 12-month email & lead generation strategy 
  • Team training for ongoing execution 
Apply For The Accelerator

What’s the Value of Getting This Right?

This isn’t a cost. It’s a catalyst. 



The right plan can add six to seven figures in lifetime value — while giving you back time and peace of mind. 

Core Program ROI Potential 

Leverage Point Strategic Impact ROI Potential
Raise pricing on 10 clients by $5,000/year Adds recurring revenue before you exit $50,000/year
Increase firm valuation by 10–20% Boost sale/merger value $100,000–$300,000+
Increase firm valuation by 10–20% Prevents major loss in value $150,000–$250,000
Reduce owner dependency Creates transferable value Priceless

Marketing Engine Add-On ROI Potential 

Leverage Point Strategic Impact ROI Potential
Website redesign + positioning Increases perceived value & lead conversion $25,000–$50,000+
GoHighLevel CRM setup & automation Saves time + improves follow-up $10,000/year in efficiency gains
12-month lead gen & email strategy Brings in high-quality clients while you step back $50,000–$150,000+
Team training for ongoing execution Sustains marketing momentum without you Long-term growth asset

Combined Potential ROI: $250K–$750K+ in added value and avoided losses — plus a more peaceful, predictable transition. 

Your Investment 

Core Program: 

  • $20,000 Pay-in-Full (Save $4,000) 
  • $2,000/month for 12 months (Total: $24,000) 


Marketing Engine Add-On

  • $15,000 Pay-in-Full (Save $1,500) 
  • $5,500/month for 3 months (Total: $16,500) 


Pay-in-full options deliver immediate savings and priority scheduling. 

Apply For The Accelerator

Founders Tier — Limited to 3 Firms Only

This isn’t a mass-market program.


I’m accepting just 3 founding firms into the CPA Exit Accelerator™ for this cycle.


You’ll receive concierge-level support at a founders-only rate — future cohorts will be at a higher investment. 

What Others Are Saying 

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

Former CPA Firm Owner

Before merging my firm into Salim’s firm, I had worked with him as a coach. The experience helped me clarify my goals and see that merging was the right path — but it was my decision, on my terms.

Jeffrey Campbell

Former CPA Firm Owner

Let’s Talk — No Pitch, Just a Plan 

If this is the right fit, you’ll know. If not, you’ll still walk away with clarity.

Apply For The Accelerator

FAQs

  • Is this only for owners who want to sell?

    No. Whether you’re looking to sell, merge, or simply reduce your role, this program guides your ideal transition. 

  • What if I don’t want to retire yet?

    You don’t have to. This is about creating freedom and options on your timeline. 

  • Is this really worth the investment I will be making?

    If we raise your pricing or valuation even slightly, it pays for itself. Plus, peace of mind is priceless. 

  • Can I include a second person from my firm?

    Yes, we welcome key team members where appropriate. 

  • What happens after year one?

    You’re not locked in. Ongoing support options will be available, but you’ll already have the roadmap.