CPA Firm Sales

CPA M&A Insights

Insights

 

Insights

Practical insights and expert guidance on CPA firm M&A, valuations, EBITDA optimization, private equity trends, and exit strategies. Ashley-Kincaid provides timely, data-driven analysis to help CPA firm owners navigate sales, succession planning, and maximize firm value.

 
Posts in 2026 Market Insights
Engagement Type Mix: Why CAS and Advisory Command Higher Multiples

Your service mix has a major impact on valuation. Firms with strong CAS and advisory revenue typically achieve higher multiples than those heavily reliant on seasonal tax work.

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Average Client Fees and Pricing Power: What Strong QoE Looks Like to PE Buyers in 2026

Average client fees and pricing power are key indicators of revenue quality. Buyers in 2026 pay close attention to these metrics when assessing a CPA firm’s QoE and long-term value.

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Technology Infrastructure as a Valuation Factor in 2026 CPA Firm M&A

Technology infrastructure has become a major valuation driver in CPA firm M&A. Buyers in 2026 heavily favor firms with modern, cloud-based systems that improve efficiency, scalability, and client experience.

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