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.
AI can make the work faster and still leave the firm worth less. If realization drops because efficiency was given away in fees, PE underwrites lower earnings quality — not a technology premium. This guide expands Ashley-Kincaid’s AI-valuation pillar into the pricing problem buyers actually test.
Read MorePrivate equity does not always produce the best outcome. This guide outlines the specific situations in 2026 where strategic CPA buyers outperform PE platforms on total value, cultural fit, certainty, or lifestyle — and how to recognize them.
Read MoreEven strong CPA firms lose significant value due to poor EBITDA normalization. Here are the most common mistakes buyers see — and how to avoid them.
Read MoreChoosing the right valuation metric can significantly impact your CPA firm’s sale price. Here’s a clear comparison of SDE vs Normalized EBITDA and which one buyers prefer in 2026.
Read MoreAverage fee quality and pricing power is one of the key qualitative factors in 2026 CPA firm valuations. In LBO models, strong pricing can add up to +0.10x to your EBITDA multiple. Here’s how buyers score this factor and what you can do to strengthen your position.
Read MoreThe difference between an add-on and a platform acquisition can easily mean 1.0x–2.0x higher EBITDA multiples. Here’s exactly how buyers score platform potential and what you can do to position your firm for the best possible outcome in 2026.
Read MoreIn 2026, private equity buyers rarely apply generic multiples. Instead, they use a structured LBO framework that starts with a base multiple tied to your Normalized EBITDA margin and then applies 13 specific qualitative adjustments. These factors evaluate risk, scalability, and future value — and they can move your multiple by 1.0x or more. Here’s exactly how they work.
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.
