In this Tax Section Odyssey podcast episode, the final in a three-part miniseries on reimagining firm ownership, April Walker, CPA, CGMA, is again joined by Adam Shay, CPA, a former firm owner turned business coach for accounting firm owners. This episode explores the personal and professional journeys that can follow selling a firm. This candid conversation offers practical advice for firm owners and professionals navigating major transitions in their careers.

What you'll learn from this episode:

The importance of prioritizing self-care
Why it is normal to expect identity shifts
Ways to rediscover your purpose
How connecting with others who have experienced similar transitions can ease the journey

AICPA resources

Reimagining firm ownership — Building and growing a modern practice | Tax Section Odyssey (episode 1 in the reimagining miniseries)

Reimagining firm ownership - Selling smart in a changing environment | Tax Section Odyssey (episode 2 in the reimagining miniseries)

Engage365

Key considerations when selling a CPA practice

PCPS Transforming Your Business Model

Reimagining Your Tax Practice

Reimagining firm ownership — Life after the sale