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 40 — and you’re not interested in another hustle chapter. 


What you do want is:

  • Clarity on when and how to step back
  • Confidence that 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. 

Start Your Transition

The CPA Exit Accelerator™

A private, done-with-you experience designed to help you: 



  • Increase firm value 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 identity and purpose beyond the firm 

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 next chapter


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 the course of 12 months, I lead you through the Exit Evolution Path™, a proven 5-phase framework that meets you where you are and helps you transition 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.

You won’t just exit. You’ll evolve — with strategy, integrity, and control. 

What’s the Value of Getting This Right?

This program isn’t a cost — it’s a catalyst. 


Here’s how a $35K investment can unlock $150K–$300K+ in return:

Leverage Point Strategic Impact ROI Potential
Raise pricing on 10 clients by $5,000/year Adds $50,000/year in recurring revenue $50,000
Increase firm valuation Boost sale/merger value by 10–20% $100,000+
Avoid distressed sale due to burnout Prevent $150K–$250K loss in value $150,000 +
Done-for-you marketing engine Generates leads + boosts firm visibility $25,000+
Reduce day-to-day involvement Reinvest hours or pivot into new ventures Intangible, but priceless

Your Investment:  $35,000 (Pay-in-Full) or $42,800 (Payment Plan)  Potential ROI: 5–10x+ 


The better question isn’t: “Can I afford this?” It’s: “What’s the cost of doing nothing?”

Is This Program Right for You? 

This experience is ideal for: 


  • CPA firm owners over 60 
  • Firms generating $400K–$1M annually 
  • Those looking to sell, merge, or reduce their role in the next 1–10 years 
  • Owners who value peace of mind, legacy, and leverage 


If your firm is outside that range, you’re still welcome to apply — we’ll guide you to the right next step. 

Apply for a Free Strategy Call

What You’ll Walk Away With

  • A custom Exit Roadmap 
  • A more profitable, streamlined firm 
  • A done-for-you marketing engine 
  • Elevated brand and positioning 
  • A plan for your post-exit purpose and lifestyle

What’s Included in the 12-Month Experience

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 — just minutes from the beach. 

Exit Planning + Identity Coaching

We handle the logistics and the mindset. 

Team Training + Operational Systems

We remove you from daily grind with real systems and leadership elevation.

Done-for-You Marketing Engine  (Valued at $25,000+)

Includes: - Website redesign - GoHighLevel CRM setup - 12-month email & lead gen strategy - Team training 

Founders Tier — Limited to 3 Firms Only

This isn’t a mass-market program. 


This is a high-touch experience built for serious, transition-minded CPA firm owners. 


I am accepting just 3 founding firms into the CPA Exit Accelerator™. 


Why so few?


Because the depth of work — from exit planning to done-for-you marketing — requires focus, not scale. 


You’ll receive concierge-level support at a founders-only price.


Future cohorts may open to more firms at a higher investment.


But right now, this is your early-mover advantage. 


If you’ve been waiting for the “perfect time” to plan your exit, this is it. 

Apply for a Free Strategy Call

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 for me — but it was my decision, on my terms. His guidance gave me the clarity and peace I needed.

Jeffrey Campbell

Former CPA Firm Owner

What it Costs — and What it's Worth

Pay-in-Full:

$35,000 (Save $7,800) 


Includes BOTH Founders Bonuses:

  • Legacy Asset Kit
  • Authority Book Co-Authoring 
  • Full access to the 12-month program, private coaching, retreats, and marketing 
  • Priority onboarding + full strategy build in first 30 days 



Payment Plan:

$8,000 upfront + $2,900/month for 12 months

Total:   $42,800


Choose ONE Founders Bonus:

  • Legacy Asset Kit OR Authority Book Co-Authoring 
A black and white icon of a dollar bill with stars around it.

Fast Action Bonus

Join Within 72 Hours of Your Strategy Call and Receive

Legacy Asset Kit


Sell sheet, valuation highlights, and firm pitch deck — perfect if you’re close to exit. 


Authority Book Co-Authoring


We co-create a short book that positions you as a thought leader in your niche. 


Choose the one that best fits your path. Either way, you gain visibility, momentum, and credibility. 

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. 

Book your free strategy call to explore the path ahead.

Apply for a Free Strategy Call

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.