Exit Strategy Planning

LUNCH & LEARN:

Your Practice, Your Exit:

What Every Bookkeeper Needs to Know Before They Sell &/Or Walk Away

Watch this 1-hour workshop for bookkeepers who've built something valuable and who want to maximise their reward and legacy.

Sound Familiar?

You've spent years building your practice — but you have no idea what it's actually worth.
Retirement (or just a change) feels a long way off, so exit planning keeps getting pushed to the "someday" pile.
You know you should have a plan, but you don't even know where to start.
You've watched other bookkeepers scramble when they decided to sell, and you don't want that to be you.
You're the business — and deep down you know that if you stepped away tomorrow, things would fall apart fast!
You want to eventually walk away with real money in your pocket, not just close the door and hope for the best.

If any of that hit a little close to home...

This Lunch & Learn is for you.

WHY THIS WORKSHOP MATTERS

Here's The Thing Most Bookkeepers Don't Realise...

The bookkeepers who walk away from their practice with the best outcomes — financially and emotionally — aren't the ones who started planning when they were ready to leave. They're the ones who started planning YEARS earlier.

Whether you're thinking about exiting in the next year or two, or it's still five to ten years away, the decisions you make right now directly affect what your practice is worth and how smoothly the whole thing goes.

In this one-hour workshop, Kelly Berger — who built and sold her own bookkeeping practice for $200K+ — walks you through exactly what you need to know to start planning an exit that actually works for you.

Here is what you'll learn in this Lunch & Learn:

Know What Your Practice Is Actually Worth

Stop guessing. Understand how bookkeeping practices are valued, what the key multiples are, and what's quietly dragging your sale price down right now.

Find the Right Exit Strategy for Your Situation

Sale, succession, merger, gradual wind-down — there's no one-size-fits-all answer. Walk away knowing exactly which path fits your goals, your timeline, and your clients.

Leave With a Crystal Clear Action Plan

Whether you're exiting in 12 months or 10 years, you'll know the specific steps to take now so you're not scrambling later — and so your practice is worth maximum value when the time comes.

Watch the recording, then start exploring or planning your ultimate exit strategy...

Who This Workshop Is For

This workshop is perfect if you:

✅ You own a bookkeeping practice (solo or with staff), and you've never seriously thought about your exit strategy.

✅ You're starting to think about retirement, a career change, or just a different chapter — and you want to do it properly.

✅ You're still years away from exiting, but you know the time to plan is before you need to.

✅ You've already started thinking about selling, but feel overwhelmed by where to begin.

✅ You want to know what your practice is actually worth — and what you can do to increase that number.

This workshop is NOT for you if:

❌ You're a brand new bookkeeper just starting out — this one's specifically for established practice owners ready to think about their end game.

WHAT YOU'LL WALK AWAY WITH

Join us for this 60-minute workshop and you'll get:

A clear understanding of how bookkeeping practices are valued — and where yours sits right now.
Confidence about which exit strategy suits your situation and goals.
The 3 biggest mistakes practice owners make when exiting (and exactly how to avoid them).
A practical list of what to start doing NOW — even if your exit is years away.
Kelly's honest take on what selling her own practice was really like — the good, the stressful, and the "wish I'd known that sooner" moments.
A free resource to take away and use immediately.

And yes — all of this in your lunch break.

No fluff, no filler. Just the real stuff.

NEED HELP? WE GOT YOU COVERED!

FREQUENTLY ASKED QUESTIONS

If you have any additional questions other than what's below, feel free to reach out!

I'm years away from exiting — is this still relevant for me?

Honestly? It's MORE relevant for you. The earlier you understand this stuff, the better position you'll be in when the time comes. The bookkeepers who get the best exits started planning long before they needed to.

I'm not sure I even want to sell — is this still for me?

Absolutely. Knowing your exit options and understanding your practice's value is useful even if you never sell. Knowledge is power, and all that.

What if I can't attend live?

No worries! You'll receive the complete 60-minute workshop recording within 24 hours of the session. Watch it on your own time, pause and rewind as needed, and still get all the value. However, attending live means you can ask questions and interact with Kelly directly.

How long is the workshop?

The full workshop is 60 minutes of practical, actionable content. It can sometimes go a bit longer if there are a lot of questions, but not much longer.

Is this workshop just a long sales pitch?

Nope. The workshop itself is packed with real, useful content. You'll walk away with value whether you buy anything else or not. The goal is to help you make an informed decision about when to start planning your exit. She will share a little bit about the course, but right at the end, and there's zero pressure.

Is this part of a bigger programme?

This is a standalone workshop that gives you immediate value and clarity. If you love what you learn and want to go deeper, we have our complete Exit Strategy course, but there's no pressure whatsoever. This workshop is designed to help you make the decision about whether you're ready to start seriously planning your exit from the business.

I'm a Pro Membership member, where do I find the code so it's free for me?

Log into your membership, under the Lunch & Learn module, the latest one will be at the top of the dropdown box. Click on that and you'll see your code listed there for you to use on the shopping cart page, which will give you free access. And don't forget, you have access to all of the recordings from previous Lunch & Learns in the same area!

Will I get the bonus assessment even if I watch the recording later?

60 minutes of focused content. No fluff, no filler—just the honest insights you need to make an informed decision about starting your practice.

What's Kelly's teaching style like?

Honest, practical, and sometimes funnier than you'd expect from a bookkeeping workshop. Kelly doesn't do corporate speak or motivation-poster nonsense. She tells you the truth—what worked, what didn't, and what she wishes someone had told her before she started. Expect coffee references, real stories, and genuine guidance.

Ready to Finally

Get an Exit Plan in Place?

Maximise the amount of money you can walk away with and retire with, and create a low-stress plan for a smooth transition that makes it easier for all!

INVESTMENT:

$45

Pro Membership Members (Advanced & Complex) attend FREE - Get your code inside your membership area.

Get Access Now!

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