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.
AI does not automatically make a CPA firm more valuable. In 2026, buyers reward documented, production-level automation that improves margins, scalability, and transferability — and they discount firms that are either stuck in manual processes or dependent on undocumented, owner-only AI experiments.
Read MoreIn 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 MoreMost practices sell for 0.9x to 1.3x annual gross revenue, with stronger firms achieving higher multiples based on profitability, client retention, staff strength, and deal structure. Understanding these factors — and preparing properly — can significantly impact your outcome.
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.
