Get Your Complimentary Copy of Opportunity Lost

Discover the costly mistakes CPA firm owners and business owners make — and how to avoid them before it’s too late.

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About Steve DeTray

Steve DeTray is the founder of Freedom Path Planning, where he helps CPA firms and business owners uncover hidden value, close wealth gaps, and build exit strategies that create true owner independence.

Inside the Book, You'll Discover

The Hidden Value Gaps Most Owners Never See

Most business owners assume their business is worth more than it actually is — until a buyer or valuation proves otherwise. You’ll learn how unseen profit gaps, concentration risks, and dependency issues quietly erode enterprise value long before a transition is on the horizon.

How to Plan Early and Sell for More — With Clarity and Confidence

A successful transition is engineered, not improvised.
You’ll discover how early planning increases enterprise value, expands exit options (internal vs. external), and reduces the regret that affects 75% of owners after selling.

The Truth About Valuation, Wealth Gaps, and Transition Readiness

Many owners don’t know what their business is truly worth — or whether it can fund their ideal life after exit.
This section walks through how to think about valuation, owner dependence, profit normalization, and identifying the wealth gap before it becomes a crisis.