Build Exit Strategy into Your Business Strategy

Ten action steps to take NOW, not someday.

By Jackie Meyer
The Balanced Millionaire: Advisor Edition

Having gone through the process of selling clients and eventually an entire firm, I gathered some invaluable lessons. If you ever consider selling part or all of your practice, keep these in mind:

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Always Have a Retention Clause: If you sell clients or your firm, include a clause in the sale agreement that protects you if clients don’t stick around.

Posted on February 25, 2026

Jackie Meyer

About the Author

Jackie Meyer, CPA, is president and founder of Meyer Tax Consulting LLC, TaxPlanIQ, and Concierge Accountant Coaching programs.

Her newest work is
"The Balanced Millionaire (Advisor Edition),"
published by CPA Trendlines.

Based in Southlake, Texas, Meyer specializes in tax planning for executives that provides a high return on investment. As a CPA and Certified Tax Coach, she offers concierge tax and accounting services to assist clients with anything from income-shifting strategies to managing a family business in QBO.

With her team completely virtual, spanning from Texas to Hawaii, the firm stays on the cutting edge of technology, working closely with industry leaders on product development. She has served on the Intuit ProConnect Tax Council and is a top-rated speaker on small firm best practices.

Meyer, a 40 under 40 honoree, is leading the way in coaching and consulting accounting firms on practical and efficient solutions that improve the profession as a whole, from recruitment and retention to the impact of AI. As the former founder of an award-winning CPA firm (2010-2022), she has since founded a SaaS Tax Advisory Platform, TaxPlanIQ, a member of the AICPA 2023 Accelerator Cohort. These solutions uniquely position Jackie to share insights and best practices that can help transform accounting firms directly. Her approach is grounded in The ROI Method™, which emphasizes a change in pricing modules to better align with client value and addresses the cultural and workaholism tendencies that can lead to burnout and turnover.

Meyer speaks to tens of thousands of accountants each year at conferences and custom consulting, offering transformational solutions to help firms thrive in the face of many challenges. She also leads a vibrant Facebook group of "Accounting Firm Influencers" who continue these discussions on a daily basis, sharing ideas and driving change in the profession. With Jackie's leadership and expertise, the future of the accounting profession is bright and full of opportunity.

She began her career at Countrywide while obtaining a BS in Finance at UT Arlington. After realizing a zeal for taxes, she began working at Deloitte while pursuing an MSA at Southern Methodist University. In 2010, she became one of the youngest female CPA firm owners in the Dallas-Fort Worth metro area. Meyer works with local nonprofits, like GRACE Family Crisis Support and the Southlake Public Library.

She can be reached at: Meyer Tax Consulting LLC | TaxPlanIQ | Concierge Accountant Coaching | LinkedIn

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