Tax Section Odyssey: Reimagining firm ownership

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Freely-available podcasts by AICPA and CIMA. We release about 20 episodes every month, and cover a broad range of topics of interest to accounting and finance professionals worldwide.

We combine the strengths of the American Institute of CPAs (AICPA) and The Chartered Institute of Management Accountants (CIMA) in a powerful international alliance that promotes accounting and finance in every corner of the world. Today, we serve 580,000 members, candidates and registrants in 150 countries and territories

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AICPA & CIMA Show(s) Available

Reimagining firm ownership — Life after the sale

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)

Engage365

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