" Selling is not necessarily the answer. Exit can mean continuing to be part of it, but in a different way."
– Salim Omar
In this episode, Salim Omar, CPA and author of The CPA Firm Exit Playbook, shares what it takes to build a firm that works without constant owner involvement. Drawing from 30 years as a firm owner, Salim explains how systems, marketing, and leadership shape firm value and future options.
In this interview, you’ll learn:
- Why owner dependency limits growth & firm value
- How systems & teams prepare your firm for the next chapter
- What buyers actually look for in an accounting firm
To learn more about Salim, click here.
Get a copy of his book, The CPA Firm Exit Playbook.
Connect with him on LinkedIn.
Time Stamp
01:49 – Salim’s journey from CFO to firm owner
04:22 – Discovering The E-Myth & changing how he ran his firm
06:03 – Shifting from technician to business owner
08:49 – Leading with curiosity & leaving ego behind
12:37 – Why Salim wrote The CPA Firm Exit Playbook
14:14 – The biggest exit planning mistakes firm owners make
16:15 – Removing owner dependency years before selling
18:21 – Why growth & marketing matter to buyers
22:49 – Education-based marketing & attracting better clients
29:01 – Redefining exit without fully stepping away
30:59 – Straight Talk Transitions & available resources
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