About this episode

This episode explores the personal and professional journeys that can follow selling a firm, offering practical advice for navigating major transitions in careers.

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

More episodes of Tax Section Odyssey

• Protective claims, client alerts and Kwong: A practitioner playbook · April 30, 2026 · 23 min
• AICPA experts discuss minimum standards for tax preparers · March 18, 2026 · 17 min
• 2025 filing season: What clients are getting wrong (and how to respond) · March 13, 2026 · 25 min
• Tariffs on Trial: What the Supreme Court Ruling Means for Tax Practitioners · March 6, 2026 · 20 min
• Trump Accounts are coming — and you need to be ready · February 6, 2026 · 20 min
• Name, image, likeness — and taxes: What NIL means for student athletes and CPAs · January 30, 2026 · 27 min

Explore listener stats, chart rankings, contacts and more on the Tax Section Odyssey podcast page.