CPA Firm Sales

M&A Appointment Scheduling

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Exit on Your Terms. Maximize What You’ve Built.

Selling a CPA firm is a significant decision. It’s not just about numbers—it’s about your future, your freedom, and the legacy you’ve built.

At Ashley-Kincaid, we work with firm owners who are genuinely considering their options and want clear answers, honest market insight, and thoughtful guidance—not a high-pressure pitch.

Our conversations are designed to help you understand:

  • How buyers would evaluate your firm today

  • What options are realistically available

  • How timing and structure impact outcomes

If you’re actively thinking about a sale, succession, partial liquidity, and want a partner who understands both the market dynamics and the human side of the decision, we’d be glad to connect.

These conversations are designed to provide clarity, not pressure.

  • No pitch

  • No preparation required

  • No obligation

Understand how buyers would evaluate your firm today — before decisions are made.

These conversations are best suited for firm owners who are actively thinking about a transition within the next 1–5 years and revenues between $500K and $15M.

Schedule a confidential conversation below.


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