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CPA M&A Articles

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Expert articles and insights on CPA firm valuations, M&A strategies, private equity trends, and succession planning. Ashley-Kincaid provides actionable, research-backed guidance to help CPA firm owners navigate today’s market and achieve the best possible exit.

 
Posts in Accounting
Succession Planning for CPA Firm Owners: Why Waiting Is Costly & What Changes When You Act (2026)

Succession planning is one of the most critical — and often overlooked — decisions for CPA firm owners. Waiting too long can cost hundreds of thousands in lost value, higher taxes, and increased risk. This guide explains why early planning matters and what changes when you take proactive steps in today’s strong 2026 M&A market.

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