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GROWTH STRATEGIES

It’s Never Too Early to Plan Your Exit Strategy

businessman thinking with hand on his chin

Consider the legacy you’re leaving.

By Jackie Meyer

Building a successful advisory practice is a significant achievement. But have you considered what happens next once you’ve reached your current goals? It’s easy to get caught up in the day-to-day operations and growth of your firm without thinking long-term. However, true freedom and peace of mind come from knowing you have a plan for the future of your business and the impact you’ll leave behind.

MORE: Beyond Blocking: More Time Management Strategies | Reclaim Your Hours with Time Management and Productivity Hacks | Hiring Strategies for Your Dream Team | Streamline Your Operations with Systems and Processes | From Compliance to Advisory: Shifting the Value Proposition | Build a Seven-Figure Firm in Four Hours a Week
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This article delves into the critical topics of exit strategy and legacy. We’ll explore why it’s essential to plan for the future even in the early stages of building your firm, discuss various options for eventually selling or transitioning your business, and get you thinking deeply about the legacy you want to create. Planning your exit isn’t about wanting to quit – it’s about building a business that’s a valuable asset and ensuring your hard work carries on according to your wishes.
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CLIENT ACCOUNTING SERVICES

870 Pages, Simplified | The Concierge CPA

OBBB affects every income tier—and tax advisors are urged to act now.

This is a preview. The complete video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by “It’s NOT Just the Numbers: How to Move Beyond the Numbers and Deliver REAL Value for Your Clients.”
by Penny Breslin and Damien Greathead. See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.

The Concierge CPA
With Jackie Meyer
For CPA Trendlines

In the latest episode of The Concierge CPA, Jackie Meyer, a nationally recognized tax strategist, and Dave Lukas, CEO of TaxPlanIQ, walk through the most significant provisions of the new law. The hosts emphasize that while the changes add complexity, they also create what Meyer calls “a once-in-a-generation opportunity for accountants to step up as trusted advisors.”

More Jackie Meyer

One of the biggest wins for business owners is the permanent return of 100% bonus depreciation. Companies can immediately expense the full cost of qualifying assets—including used property—placed in service after Jan. 19, 2025. “Timing matters more than ever,” Meyer stresses, urging CPAs to model scenarios carefully to avoid unintended consequences with Qualified Business Income (QBI) deductions.

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GROWTH STRATEGIES

Beyond Blocking: More Time Management Strategies

Meditative businessman is pondering time management while surrounded by alarm clocks

Includes eight key mindset shifts and habits to cultivate for peak productivity.

By Jackie Meyer

While time blocking is a cornerstone strategy, it’s not the only tool in the productivity toolbox. Different tasks and personalities call for different approaches.

MORE: Reclaim Your Hours with Time Management and Productivity Hacks | How to Bring Core Values into Your Accounting Firm | The AI Revolution: Embracing Artificial Intelligence in Your Practice | Craft Tiered Service Packages for Maximum Impact | Niche Down to Scale Up | Build a Seven-Figure Firm in Four Hours a Week
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Here are a few other effective time management techniques and when to use them:

  • Eisenhower Matrix (Urgent vs. Important): Made famous by President Dwight D. Eisenhower and popularized by Stephen Covey, this matrix helps you prioritize by dividing tasks into four quadrants:
    • Urgent AND Important: Do these tasks first. They are crises or deadlines that you must handle now (e.g., a client’s tax filing due today).

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CLIENT ACCOUNTING SERVICES

Adjei: Profit from IRS Representation | The Concierge CPA

From Big Four consulting to FEMA volunteerism, Adjei blends problem-solving, purpose, and proactive planning.

This is a preview. The complete video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by “It’s NOT Just the Numbers: How to Move Beyond the Numbers and Deliver REAL Value for Your Clients.”
by Penny Breslin and Damien Greathead. See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.

The Concierge CPA
With Jackie Meyer
For CPA Trendlines

When Hurricane Harvey submerged his first office, Houston-based CPA and tax advisor Brandon Adjei could have stepped back. Instead, he leaned in, volunteering for months at FEMA disaster relief centers, helping storm victims navigate IRS issues so they could access life-saving grants and loans. That work, originally meant to be temporary, became a catalyst for building a broader tax practice that now spans the U.S. and international clients.

More Jackie Meyer

On The Concierge CPA, host Jackie Meyer sits down with Adjei to unpack a career that has been anything but linear. From starting at Enron just before its collapse, to Big Four M&A consulting, to founding multiple firms, Adjei’s journey is rooted in adaptability, relationship-building, and a deep commitment to client advocacy.

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GROWTH STRATEGIES

Reclaim Your Hours with Time Management and Productivity Hacks

man filling in calendar using color-coded time blocks

Plus how to leverage AI to help.

By Jackie Meyer

“It’s not about having time, it’s about making time.” We all start with the same 24 hours, yet some advisors seem to achieve more in a workday and still get home in time for dinner. Many tax and financial advisors begin their day consumed by urgent emails and end it wondering where the time went.

MORE: How to Bring Core Values into Your Accounting Firm | Ten Key Guidelines for Accounting Staff | Hiring Strategies for Your Dream Team | The AI Revolution: Embracing Artificial Intelligence in Your Practice | Leverage Technology for Growth | Streamline Your Operations with Systems and Processes | Craft Tiered Service Packages for Maximum Impact | Master the ROI Method: Price for Value, Not Time | From Compliance to Advisory: Shifting the Value Proposition | Niche Down to Scale Up | How to Define Your Vision | How I Became an Accidental Entrepreneur | Build a Seven-Figure Firm in Four Hours a Week
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

Reclaiming your hours is about taking control of your schedule so you can focus on what truly matters. This post provides specific strategies for time management and prioritization – so you can boost productivity, avoid burnout and actually achieve that mythical concept: work-life balance. The payoff? More freedom, more impact and yes, often more revenue as you spend time on high-value tasks instead of getting lost in the weeds.
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