Most firms run on memory, heroics, and constant reaction. When I built my accounting firm, everything ran through me—burnout, bottlenecks, and a team that couldn’t move without me.
Today I coach firm owners 1:1 and through group cohorts, helping them build sellable firms with strong operational strategies that support growth.
In this 5-day course, you’ll learn the core elements of a buyer-ready practice.
These secrets behind capacity, team ownership, profitability, and growth will give you practical steps to make your firm easier to run today and far more attractive to buyers tomorrow.
What You’ll Learn in 5 Days
Day 1: Capacity Is the Foundation of a Buyable Firm
A sellable firm runs on data, not heroics. You’ll learn how workflow reveals workload, turnaround, and team bandwidth so you can make smarter decisions and operate with more predictability.
Highlights:
- Measuring capacity with workflow instead of guesswork
- Why predictable capacity makes a firm more buyable
- What a strong operational foundation looks like
Day 2: A Buyable Firm Doesn’t Depend on the Owner
A firm isn’t buyable if the owner is the bottleneck. Learn to build team ownership and simple SOPs so work gets done consistently without you.
- Building SOPs people actually follow
- Assigning ownership without micromanaging
- How workflow creates a self-managing team
Day 3: Protect Your Margin by Fixing Operational Leaks
A sellable firm protects its margins. Learn to cut rework, unclear handoffs, and wasted back-and-forth that quietly drains 15–30% of profit.
- Where firms really lose margin
- Using workflow to reduce touches and rework
- Creating consistent delivery that protects profitability
Day 4: Build Scalable Revenue Without Extra Headcount
A sellable firm grows without stress. Learn to design workflows that boost revenue per employee, expand capacity, and support growth. No extra hires needed.
- Designing workflows that expand capacity
- Increasing leverage without increasing headcount
- Building predictable, scalable revenue
Day 5: A Buyable Firm Delivers a Consistent Client Experience
A sellable firm runs on a predictable, proactive client experience. Learn how clear communication reduces frustration and drives long-term client value.
- How workflow improves client satisfaction
- Building predictable communication into your process
- Creating a client experience that supports retention and pricing
Why You Should Join This Course?
- Adam Shay, CPA, MBA brings years of experience as a previous firm owner, with proven strategies to make your firm so operationally strong it’s attractive and ready to sell to eager buyers.
- No fluff—just practical strategies you can implement immediately to prepare your firm to scale and be ready to sell when the time is right.
- This course helps accounting, tax, and bookkeeping firm owners build a firm so irresistible to buyers that when it’s time to exit, they’ll be knocking—and no overhaul is needed.
This 5-day course is 100% free. It’s our way of helping you build a buyer-ready practice..
Stop leaving your firm’s operations to chance. Join Adam Shay, CPA, MBA, for this free 5-DAY email course and learn how to build a buyer-ready, sellable firm before it’s too late.
