Exit Planning with Darryl Bates-Brownsword

On Episode 151 of The Unique CPA, Darryl Bates-Brownsword joins Randy Crabtree to discuss the importance of succession planning and its associated challenges. They delve into the benefits of early exit planning, with Darryl identifying the transition from selling hours to value-based service offerings as a key obstacle. Ultimately, exit planning is vital for businesses, and for CPAs looking to boost their advisory offerings, Darryl’s platform Capitaliz provides a guided way to do just that.

Important Links


Succession Plus

Darryl Bates-Brownsword on LinkedIn

About the Guest

Darryl Bates-Brownsword is Managing Partner at Succession Plus, an exit strategy firm that raises awareness that as a business owner, if you want to get the most from your life’s work and exit on your terms, then you will need to prepare your business so that it is exit ready. Succession Plus works with clients to maximize the value of their businesses, but also to forge a more profitable business that is more enjoyable to run along the way. Darryl brings his over quarter of a century of experience in succession planning to the hem of Succession Plus, and he and his group established Capitaliz to bring a digital platform of exit planning services to clients in the United States.

Darryl is the host of the Exit Insights Podcast, a weekly show that explores the world of succession planning.


Meet the Host

Randy Crabtree, CPA


Randy Crabtree

Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession.

Since 2019, he has hosted the “The Unique CPA,” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies.