Soonah Walkom Cassandra Scott

Building a firm you can sell (or step away from)

A Talk by Soonah Walkom and Cassandra Scott

Proudly supported by

AccrediWise

About this Talk

You didn’t build your firm just to stay stuck in it forever.

In this powerful and practical session, Soonah Walkom and Cassandra Scott share what it really takes to prepare your firm for sale—or simply to step away without the whole thing falling apart.

Whether you’re years off from selling, curious about what an exit might look like, or just want more freedom from the day-to-day, this session will show you how to:

  • Grow with intention, not just activity
  • Build systems and teams that don’t rely on you
  • Understand what buyers are really looking for
  • Avoid the mistakes that kill firm valuations
  • Create options: sell, step back, or scale on your terms

This is about more than selling. It’s about creating a firm that gives you real choice—and real freedom.

June 26, 2025, 04:00 AM

04:00 AM - 04:45 AM

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About The Speakers

Soonah Walkom

Soonah Walkom

Financial Controller & Co-Founder, Margin Maximizers


Cassandra Scott

Cassandra Scott

Bookkeeping Industry Specialist, XBert

AccrediWise

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