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.
Client retention is one of the most closely watched metrics during buyer due diligence. For CPA firms in the $750K–$5M range, strong retention trends can significantly boost your multiple, while declining trends can lead to heavy discounts.
Read MoreRevenue mix is one of the first things sophisticated buyers examine during Quality of Earnings reviews. For CPA firms in the $750K–$5M range, the balance between tax work, CAS, advisory, and other services can dramatically influence the multiple you receive.
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.
