Dec 19, 2025
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)
Key considerations when selling a CPA practice
PCPS Transforming Your Business Model