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The CPA’s Critical Role in Your Exit Plan

The CPA’s Critical Role in Your Exit Plan

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Your CPA does far more than prepare tax returns, they can be the difference between a smooth, profitable exit and leaving money on the table.

In this episode of the Dominion Business Advisors Podcast, Cameron Teich, a Certified Exit Planning Advisor and the founder of Dominion Business Advisors, reveals why the CPA is one of the most critical, and often overlooked, members of your exit planning team.

You’ll learn the CPA’s role before, during, and after a business sale, how early tax planning can significantly increase your company’s value, and why deal structure has a lasting impact on your personal wealth and legacy. Cameron shares real-world examples, key warning signs that it’s time to bring your CPA into the conversation, and practical steps for fostering true collaboration between advisors.

Whether you’re a business owner preparing for your next chapter or a CPA ready to serve clients more strategically, this episode will help you see the tax professional’s role in a whole new light, transforming compliance into legacy-building advisory.

You were never meant to do this alone.

Clarity. Confidence. Legacy.


Visit DominionBusinessAdvisors.com to explore our tools, workshops, and value-building strategies.

Connect with us on LinkedIn, X, or schedule a call to take the next step toward your exit strategy.

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