Articles
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.
In 2026, the structure of your CPA firm sale often matters as much as the headline valuation. This guide breaks down cash at close, equity rollover, earnouts, and seller notes so you can evaluate offers clearly and negotiate from a position of strength.
Read MoreIn today’s CPA M&A market, Quality of Earnings (QoE) often determines whether a firm sells at a premium multiple or faces heavy discounts. This comprehensive guide reveals exactly how buyers assess revenue mix, engagement types, average fees, and other critical factors when acquiring firms in the $750K–$5M range.
Read MoreIn Part 2 of our conservative LBO valuation series, we explain how buyers apply qualitative adjustments to the base EBITDA multiple. Learn which 13 key factors — including recurring revenue percentage, client concentration, organic growth, advisory/CAS mix, technology infrastructure, and succession readiness — can significantly increase (or decrease) your CPA firm’s valuation. This structured approach helps owners understand their true economic value and what it takes to command premium multiples from private equity and strategic buyers in today’s 2026 market.
Read MoreThe 2026 CPA M&A market remains strong for $1M–$10M revenue firms. This market snapshot reveals current valuation ranges, the most active buyer types (strategic firms and PE-backed platforms), key factors driving premium offers, and a practical 5-step roadmap to position your practice for the best possible outcome in today’s competitive environment.
Read MoreSuccession 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.
Read MoreIf you’re a serious seller ready to explore your options in today’s strong M&A market, our team provides confidential guidance, accurate valuations, and direct access to qualified private equity and strategic buyers. Ashley-Kincaid works exclusively with motivated CPA firm owners seeking optimal exits.
