Get Clear. Get Ready. Get Moving on Your Next Chapter.
A 5-Week Guided Experience for CPA Firm Owners Who Are Thinking About Stepping Back, Selling, or Simply Reimagining What Comes Next.
Introducing the EXIT READINESS LAB™
If You're Starting to Wonder:
- “How much longer can I keep pushing like this?”
- “Should I sell, merge, or just step back?”
- “What would it even look like to exit well?”
You’re not alone. And you’re not behind.
But if you're going to create a profitable, low-stress transition — you need clarity, a plan, and a timeline that works for you.
That’s exactly what the Exit Readiness Lab™ delivers.
What It Is:
A strategic, 5-week guided program to help you assess your firm, define your goals, and design the first version of your Exit Roadmap — so you can move forward with confidence.
This isn’t a course. And it’s not group coaching.
It’s a short, focused strategic experience that gives you:
- Clarity on your best path forward
- A personalized readiness score
- Strategic recommendations
- A chance to finally pause, reflect, and decide what comes next
Who It's For:
Perfect for firm owners who are:
- Generating $250K–$800K in annual revenue
- Starting to feel exit-curious but unsure what that means
- Not quite ready for a full $35K accelerator — but want real insight
Also ideal for:
- Owners under $400K who want to increase firm value before they exit
- Partners preparing for a future transition or internal sale
What You'll Walk Away With:
The Exit Readiness Diagnostic™
A comprehensive assessment of your firm’s strengths, risks, and readiness across valuation drivers, owner dependence, operational systems, and timeline alignment — so you know exactly where you stand and where to focus next.
Personalized Exit Score & Strategic Insights
Walk away with a custom readiness score and tailored next-step guidance — based on your goals, valuation stage, and exit timeline. No generic templates, just clarity on what moves the needle for your firm.
Private Exit Clarity Call with Salim Omar, CPA
A one-on-one strategy session to help you synthesize everything, avoid common pitfalls, and plan your next best move — with direct insight from someone who’s walked this path.
Bonus: Exit Levers Workbook
A practical tool to help you prioritize, plan, and implement your most valuable next steps after the Lab ends.
Founders-Only Advantage
Preferred pricing, more personal attention, and early access before this program scales — available only to this inaugural group.
Upgrade Credit
Apply your full $1,500 investment to the CPA Exit Accelerator if you choose to continue your journey within 30 days.
Powered by the Exit Evolution Path™
This Lab is built on the proven 5-phase Exit Evolution Path™ — a strategic framework designed to help firm owners transition with clarity, confidence, and control.
You’ll complete Phase 1: Regrounding — the foundation of a successful, regret-free exit.
- Reconnect with your values and vision
- Clarify what success really looks like now — not 10 years ago
- Explore your ideal timeline, role, and lifestyle beyond the firm
You’ll leave with a clear map of where you are today, what’s missing, and how to move forward — whether you want to grow your firm or step back without burning out.
While this Lab focuses on Phase 1 of the Exit Evolution Path™, it’s a complete strategic experience on its own — not a teaser or upsell.
You’ll walk away with clarity, direction, and a personalized roadmap to avoid burnout, increase firm value, and step into your next chapter with confidence.
Format & Schedule: A 5-Week Guided Experience
This isn’t a course. It’s a high-impact experience with structure, support, and momentum — designed to help you move from foggy and uncertain to clear and confident.
Here’s how it works:
5 Weekly Modules of strategic guidance, tools, and decision frameworks — delivered inside your member portal
4 Live Group Strategy Sessions (recorded) — bring your questions, insights, and get real-time support from Salim and fellow firm owners
1 Private Exit Clarity Call — personalized, 1-on-1 coaching to align everything to your goals and timeline
Bonus: Exit Evolution Path™ Training Video — get the full picture of what comes after the Lab and how to evolve your firm (and your role) without stress
You can complete this experience in real-time or on your own schedule. Either way, you’ll finish with a clear plan, a renewed sense of direction, and a roadmap that works for your firm, your future, and your lifestyle.
Why Now — and Why You’re Getting a Rare Advantage
This is a founders-tier opportunity — a first look at a new, high-impact program from Salim Omar, CPA.
You’re getting preferred early access and pricing — before this rolls out at a higher investment.
We’re opening just a handful of seats for this first cohort, which means more personal guidance, more feedback, and more attention on your unique situation.
The average firm owner delays transition planning by 3–5 years — often losing hundreds of thousands in missed valuation growth, burnout, or reactive decisions. This $1,500 investment could be the most profitable hour-for-hour move you make this year.
Your Investment: $1,500
- Includes full program access, tools, sessions, and call
- Applied in full toward the CPA Exit Accelerator if you upgrade within 30 days
100% Clarity Guarantee
Go through the Exit Readiness Lab™ in full — complete the tools, attend the sessions, and book your Exit Clarity Call.
If you don’t feel significantly clearer, more confident, and more equipped to plan your exit… we’ll refund your full investment.
No pressure. No pitch. Just clarity — or your money back.
Ready to Build Your Exit Roadmap?
Whether your exit is 1 year away or 10, the smartest move is to start with clarity.
The Exit Readiness Lab™ helps you get there — with strategy, structure, and personalized guidance.
Your $1,500 investment is applied in full if you upgrade to the CPA Exit Accelerator or Builder Track within 30 days.
That makes this a no-brainer first step — and a smart move for your future.
Spots are limited. Enrollment closes soon.