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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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.
Wondering what your CPA firm is worth in 2026? This guide breaks down current EBITDA multiples, how buyers calculate adjusted earnings, valuation drivers, and practical steps to maximize your firm’s value before selling or transitioning.
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