Succession & Exit Strategy

CPA on Fire helps you tell the story (through your financials) that the future is going to be a better place.

Our national team of experts help you maximize profitability, implement long-term tax strategies and structure your business for sustainable wealth creation.

We help you achieve these milestones for a successful exit that aligns with your business and personal financial goals.

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Succession & Exit Strategy

Planning for a Strong Exit

To achieve your business and personal wealth accumulation goals, you need a long-term strategic plan that can flex with evolving economic and tax law changes. Keeping the buyer perspective in mind, you can tell a story through your financials that will result
in an optimal exit.

When your buyer is doing due diligence on your financials, they’re not necessarily buying the past—they’re buying the future. CPA on Fire helps you tell the story (through your financials) that the future is going to be a better place.

Maximizing Value

To Achieve Your Goals

The road to getting higher multiples is paved with professionally prepared financials, fortified by intentional business, tax and wealth accumulation planning. Our national team of experts help you maximize profitability, implement long-term tax strategies and structure your business for sustainable wealth creation.

Buyers are attracted to organized businesses that: have processes and procedures in place; and demonstrate stability, profitability and scalability. We help you achieve these milestones for a successful exit that aligns with your business and personal financial goals. Then you’re free to begin your next chapter.

Get In The Zone

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Lift-Off Zone

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The $500K To $1MM Profit Plan

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Where Businesses Fight To Break Free From The Pull Of Early-stage Struggles

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Velocity Zone

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The $1MM To $10MM Scale & Profit Plan

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Where You Experience Rapid Growth And Financial Complexity Creates Friction & Drag

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Legacy Zone

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The $10MM To $100MM Wealth & Profit Plan

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Where A New Set Of Financial Challenges Can Determine Long-term Success Or Failure

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Featured Case Studies

Client Snapshot

Business Type: Digital Marketing Services
Owner: Visionary Founder + 20+ Person Team
Starting Revenue: $3M → Exit Revenue: $20M+
Key Engagement: vCFO, financial storytelling, and exit optimization

Before CPA on Fire

"We’re growing fast, but will a buyer see the value?"

What We did

Tell the Right Story — In the Right Language — For Maximum Value

CPA on Fire came in as Fractional CFO and exit partner — shifting the financial narrative from raw growth to strategic profitability.

Your Turn: Growth is Just the First Chapter — Max Value Comes From the Right Story

If you’re scaling fast and thinking about your future exit, don’t wait to clean up your financials or identify what really drives value.

Let’s craft the financial narrative that earns you the multiple you deserve.

Schedule Consultation

Velocity Zone

After CPA on Fire

"We didn’t just get a deal. We got the deal we wanted."

Metric	Before	After
Revenue	$3M	$20M+
EBITDA	Not consistently tracked	Normalized, growth-backed, investor-ready
Multiple	Estimated 4–5x	Closed at 7.2x
Exit Confidence	Guesswork	Strategic, data-backed, high-leverage

Client Quote

“I knew our company was valuable, but CPA on Fire made it undeniable. They helped us stop showing just revenue — and start showing long-term value. Their strategic lens and storytelling turned a good exit into a great one.”

Your Turn: Growth is Just the First Chapter — Max Value Comes From the Right Story

If you’re scaling fast and thinking about your future exit, don’t wait to clean up your financials or identify what really drives value.

Let’s craft the financial narrative that earns you the multiple you deserve.

Schedule Consultation

Client Snapshot

Business Type: Founder-Led Online Business
Owner Profile: Solo Entrepreneur, Revenue ~$3M
Key Challenge: Wanted to exit but had no clarity on valuation, assets, or readiness
Engagement: Business Advisory + Exit Readiness Support

Before CPA on Fire

"I want to exit… but I don’t know what I’m actually sitting on."

What We did

Turned Guesswork into Strategy — and Made the Invisible, Visible

CPA on Fire helped this founder understand, optimize, and position the real value of the business — while preparing him financially and mentally for a successful exit.

Your Turn: If You’re Ready to Exit, You Deserve to Know What You’re Leaving Behind

Don’t sell based on a guess or out of frustration. Let’s evaluate the real value of your business — and help you exit with confidence.

Let’s build your exit plan — and your next chapter.

Schedule Consultation

Legacy Zone

After CPA on Fire

"Now I know what I’m worth — and how to get it."

Metric	Before	After
Understanding of Value	None	Clear, documented value drivers
Sellability	Emotion-based	Financially structured and positioned
Exit Strategy	Vague or reactive	Evaluated and planned across 3 scenarios
Owner Confidence	Low	High — engaged in deal process with clarity

Client Quote

“I was ready to walk away from my business without knowing its true worth. CPA on Fire showed me I was sitting on a real asset. They didn’t just prep me for exit — they gave me a roadmap to do it right.”

Your Turn: If You’re Ready to Exit, You Deserve to Know What You’re Leaving Behind

Don’t sell based on a guess or out of frustration. Let’s evaluate the real value of your business — and help you exit with confidence.

Let’s build your exit plan — and your next chapter.

Schedule Consultation

View All Case Studies

See What Our Clients Are Saying

We create custom, financial-operating systems that match the speed, ambition and complexity of growing businesses.

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We've had the pleasure of working with CPA on Fire since 2018 for both my small business and our personal tax needs. I have been continually impressed by their professionalism and their willingness to pitch in and add value wherever they can, including in coordination with our other financial p Read More....

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Nicole Hunn

Cpa

CPA on Fire has been extremely responsive and professional. Ron was the first person we met and made a great impression, helping us understand what needed to be done to get back on track. Andrew and Christy have both been great to work with, communicative, organized, and thorough. They helped us get Read More....

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Andrea Larsen

Cpa

Working with CPA on Fire has been a game-changer. Their team is responsive, strategic, and truly understands the needs of growing businesses. The fractional CFO support and personalized tax planning have added real value and peace of mind.

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Sneh Parmar

Cpa

I can’t say enough good things about this team! As a business owner, staying on top of finances can be overwhelming, but they have made the entire process seamless and stress-free. Their attention to detail, honesty, and meticulous tracking of every aspect of my business have been invaluable. Read More....

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Meg For It

Cpa

The CPA on Fire team has been amazing! I've used them for the past several years, and they have been super helpful and saved me a lot in taxes. They helped me navigate selling my startup and all the tax implications that come with that. They also helped me reply to the IRS when I got an audit n Read More....

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Ronny Hash

Cpa

CPA on Fire has been a trusted virtual accounting partner for several years, serving our business and personal needs. Their extensive experience and specialized knowledge for self-employed individuals and online businesses are truly impressive. They consistently demonstrate meticulous attention to d Read More....

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Dr. Yanina Gomez

Cpa

Josh help me set up my first LLC and his team handled my business and personal tax returns for multiple years. I highly recommend CPA on Fire for accounting services!

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Phil B

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CPA On Fire has been doing my taxes for years now. They are the only accountant that I trust with my digital business. I will continue to work with them for years to come.

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Mike From Maine

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Great company to work with, very responsive and helpful.

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Zack Yao

Cpa

After multiple, not-so great experiences with different accountants, I am so happy I chose CPA on Fire. Josh built a great brand, and Ron came in to build an incredible team and make the experience for clients fast, accurate, and so smooth and seamless. It's truly wonderful to see the evolution Read More....

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Adriana Hudson

Cpa

I love CPA on Fire virtual accounting service. I've been using it for the past 2 years for my small business partnership and personal tax filing, and it's so convenient. The fee they charged is reasonable, and they provide excellent work. The filing process is easy, upload the documents, s Read More....

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Katy Lee

Cpa

So far so good. Very responsive team. Great source of information. I’ve been with cpaonfire since 2016.

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Augusta

Cpa

Very professional, quick turnaround and excellent service. They work with Amazon FBA sellers!

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Konrad K

Cpa

The team at CPA on Fire has done my taxes over the last 4 years. They are responsive, competent, and friendly. Even more, they go above and beyond to make sure my business and personal taxes are done right, and on time. I would recommend them without hesitation to anyone looking for an accountant Read More....

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Rhamy Alejeal

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We have used CPA on Fire for the past few years for both our personal and business taxes and are very satisfied.

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Angelo Sorrentino

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The team at CPA on Fire are rockstars! As a new business owner, Chad took the time to walk me through setting up QuickBooks as a first time user. As an e-commerce business selling on multiple marketplaces and internationally, this was a fairly complex process. Chad's knowledge of QB and acco Read More....

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Art VanDeLay

Cpa

What a great company I found them because of the Amazing seller podcast.I definitely recommend checking out CPA on fire. Very professional and knowledgeable! Especially for your e-commerce business

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Christopher Burress

Cpa

Ron and his team are an excellent resource. Ron and his team are very knowledgeable on a variety of industries and topics. He is quick to respond and easy to work with. I would highly recommend his firm to anyone searching for an accounting firm.

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Lee Vivod

Cpa

I've been working with Ron and Amber at CPA On Fire for a few months now. I really appreciate how dedicated they are to the success of the companies they work with--even as a small client. They've taken the chance to understand my specific needs and tailor offerings to what I need, nothing Read More....

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Matthew Rubin

Cpa

The SCEDC has worked with Ron for two years. Ron and his team have been great with answering questions, providing reports and managing our accounting needs in a professional and timely manner. Highly recommend.

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Kyleigh Lash

Cpa

I have known Ron for many years. I have always found him to be an intelligent, well-spoken and focused professional. I trust him implicitly and turn to him often for business advice. I highly recommend him and his business to anyone who wants to work with an accomplished individual that they not Read More....

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Steven Letendre

Cpa

10/10, Everyone here is incredibly friendly and are more than willing to go out of their way to be the very best for you. I could not recommend them enough to anyone looking to get their taxes done or advice to get the most out of their returns.

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Dakota Hahn

Cpa

I have worked with Ron for the past 10 years. Ron operates in the highest of integrity and with a standard of ethics second to none. Plus, he is an all-around great guy. I highly recommend Ron and CPA on Fire to anyone looking for a virtual CFO and taking their business to the next financial level.

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Chris Midthun

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My one stop shop of all my accounting needs, very quick, reliable and always there to support me and make sure all my monies and accounting is in order.

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Chadi Bazzi

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I’ve use them for the last 3 years! Nothing but the best! Always willing to help and answer all my questions! You won’t find better! Josh Rice

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J Rice

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They solve a lot of my needs as a digital entrepreneur. It's important and extremely comforting to be able to use a firm that understands online businesses and e-commerce. I've used CPA on Fire for several years, since it was just Josh at the helm, and have been pleased seeing them grow an Read More....

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Kevin Morton

Cpa

Reliable, great communication, smart - I can relax knowing my tax returns are taken care of ever year. Highly recommended.

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Dana LaVoie

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Switching to CPA on Fire was a game-changer for my small business. The team is helpful, knowledgeable, friendly, and dependable. I have recommended their services to several friends who agree!

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Michelle Hickey

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CPA on Fire has a great team and has always been consistent with their attention and support for our business. They always provide good honest advise and are willing to put in the extra time to ensure your business is on track.

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Marcus Zickefoose

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The team at CPA on Fire is top notch, very professional, ethical and efficient.

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Jen Carpenter

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I've been using CPA on Fire for over 4 years now and couldn't be happier. Josh and Chad have been super hands on and always going over and beyond. I would not hesitate using them for my business.

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Scott Voelker

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Josh, Ron & team have been incredible from day one. Highly recommend their expertise and service!

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Matt Long

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I have had CPA on Fire do my taxes for a few years now. They are very knowledgable about e commerce business in particular although they handle all types of businesses. When I have a question they answer it promptly. That is important to me. I have no complaints at all about the service I have g Read More....

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Michael ONeill

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I am so grateful that I found CPA on Fire! I have an online course business and I interviewed multiple CPAs looking for answers and none came anywhere close to the service and expertise I have gotten thus far with CPA on Fire - they have been a life saver with my complicated taxes. As entrepreneurs Read More....

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Erica Martin

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I’ve been with CPA on Fire for several years with several businesses and personal tax returns for my husband and I. They are super prompt with communication, have a streamlined process for tax filings, and organized with tax documents and files. Whenever I need something, they’re quick Read More....

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Jadah Sellner

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I've worked with CPA on Fire for years. They've consistently been incredibly professional, responsive, and insightful. Josh, Wayne, Ron, and Chad are a pleasure to work with, and I always get the sense that they care about me and my business. I've recommended them to many fellow busin Read More....

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Michael Terrell

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The CPA on Fire team has been helping me for years with tax returns and other business matters. They have great customer service and make it easy to get returns done ahead of time every year.

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Alejandra Ortega

Cpa

Ron leads a team of deeply engaged professionals that provide high quality CPA and advisory services. I highly recommend Ron and his firm CPA on Fire.

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Scott Snow

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Diligent, responsive, professional. Could not ask for more from this group. Thank you

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Babak Firoozi

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Ron is a fantastic CPA and a great pleasure to work with. The whole CPA on Fire team provides top notch service and attention to detail that you won’t get anywhere else. If you’re looking for a stellar company, look no further.

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Mikayla Rupke

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Ron and his team at CPA on Fire provide excellent client service. Ron's extensive knowledge and experience in the industry, combined with professionalism and can-do attitude, set this firm apart. I highly recommend using his services.

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I highly recommend Ron and the team at CPA on Fire. Their expertise in accounting and business advisory is second to none. If you are looking for excellence, you've found it in Ron and the entire CPA on Fire team.

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Amber Marie

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We love CPA on Fire. We have been working with them for five years now and they truly go above and beyond. We have had lots of business changes over the years and its comforting to know that our finances our in good hands. Thanks CPA for your great services!

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Allison

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CPA on Fire has been great to work with. Ron understands the business and is an excellent asset to me.

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Bryan Bibbo

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I have been working with CPA On Fire for over two years now and highly recommend their services. Josh/Ron and their team have been a game-changer for my business. If you are searching for a GREAT team of tax professionals you have just completed your search, take action and call CPA On Fire.

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Ken Wilson

Cpa

I learned about CPA On Fire from a client and was impressed that they specialize in digital businesses and entrepreneurs. That was all it took for me to have a serious conversation with them. That was 3 to 4 years ago (I lose track) and we've been with them ever since. They do a great job commu Read More....

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Carey Green

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They really understand my online business and make tax time a breeze!

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Miranda Palmer

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I've been working with CPA On Fire for over two years. They were recommended to me after a less than great experience with another accounting firm that didn't seem to understand online businesses. They've been very responsive and willing to answer any of my many questions with grace.

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Michelle Neclerio Knox

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I have worked with CPA on fire for several years now. They are courteous, efficient and know their stuff when it comes to taxes. I am a repeat customer because they deliver for me every year.

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Shane Whaley

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Truly the best CPA you can have. I have been working with CPA on Fire for 4 years. Truly thankful for what they do.

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Dan W

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Great experience. I have no idea what i'm doing when it comes to taxes. I trust these guys to get it done right and get me all of the applicable deductions for my business. They are my permanent tax firm.

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Matt Baran

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After having a frustrating experience with another accountant I was recommended to CPA on fire. Josh, Ron and Chad have been excellent partners and they understand the specific needs of our eCommerce business. I've appreciated their insight, advice and support over the past three years and high Read More....

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Pat Haggerty

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I've trusted CPA on Fire for the duration of my business and I've never been disappointed. They're smart, organized, thorough, and most of all, incredibly responsive. If you're looking for a one-stop shop for bookkeeping, accounting, and tax season, look no further.

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Ben Butler

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I've worked with CPA on Fire for over two years. They are dependable, fast, and know their stuff. I highly recommend them.

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Luisa Zhou

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Our services include monthly bookkeeping, financial reporting, strategic tax planning, cash flow optimization, entity structure advisory, and financial coaching. Everything is bundled into a monthly concierge model so you always know where you stand.

FINANCIALS FORWARD is our proprietary framework that combines accounting, tax and financial strategy into a simple, repeatable process. It ensures that you’re maximizing cash flow, legally minimizing taxes, and always operating with financial clarity.

Yes. Many of our clients come to us with an internal or external bookkeeper. We collaborate and often provide CFO-level strategy and tax optimization on top of existing financial systems.

Our clients consistently improve profitability, reduce tax liabilities, and gain peace of mind. Many have doubled or tripled their bottom line while dramatically improving financial clarity and team alignment.

We begin with a discovery call to understand your business and financial needs. If it’s a fit, onboarding can start as soon as next week. We’ll walk you through everything step-by-step.

Yes—and legally. We specialize in proactive tax strategy, not just year-end filings. Our CPAs and advisors design custom plans to minimize taxes to keep more money in your business and your pocket.

Absolutely. In fact, many of our clients come to us in that exact situation. Whether your books are months behind, filled with errors, or nonexistent—we’ve seen it all and know how to clean it up. Our team is experienced in untangling messy financials and putting systems in place so you can move forward with clarity and confidence. No judgment—just solutions.

Simple—book a free strategy session. We’ll assess where your business stands financially and share how our approach can help you reach your goals faster.

Pricing is based on complexity, scope, and the level of support your business needs. We only take on clients when we’re confident we can deliver a 5–10x ROI on our fees.

At CPA on Fire, we go far beyond traditional accounting. We bring decades of experience helping fast-growing companies navigate the increasing complexity that comes with scale. As your business grows, so do the financial challenges, and our high-touch, proactive process is specifically designed to help you stay ahead. We provide strategic guidance to optimize profit, reduce tax liability, and build lasting wealth. We're not just your accountants—we’re your financial partners on the path to sustainable success.

Cpa

Lift-Off Zone

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The $500K To $1MM Profit Plan

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Velocity Zone

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The $1MM To $10MM Scale & Profit Plan

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Legacy Zone

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The $10MM To $100MM Wealth & Profit Plan

Thinking	Saying	Feeling	Doing
“We’re crushing top-line growth, but are we ready to sell?”	“Our revenue is amazing, but how do we prove value?”	Proud but anxious about the numbers beneath the surface	Watching Stripe and sales dashboards, not financial KPIs
“I know certain levers drive profit — I need to spotlight them.”	“We’re not telling the right story through our financials.”	Frustrated by generic accounting	Running financials that didn’t reflect the real business model
“We need a financial partner who gets valuation.”	“How do we justify a premium multiple?”	Aware of potential but unsure how to position it	Focused on sales, not on financial optics or exit readiness

Thinking	Saying	Feeling	Doing
“I’ve built something valuable, but I don’t know how valuable.”	“How much could I sell this for — and what’s included?”	Confused and overwhelmed	Considering offers without knowing how to evaluate them
“I don’t know what buyers care about.”	“Is it just my revenue? Or my systems? Or my email list?”	Uncertain what drives enterprise value	Running the business reactively with no sell-side preparation
“I just want out — but not at a loss.”	“I feel stuck because I don’t know how to structure this right.”	Exhausted and emotionally ready to exit	Avoiding the deeper financials and delaying meaningful preparation