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.
Rollover equity and governance rights are critical qualitative factors in 2026 PE CPA firm transactions. Strong minority protections and balanced rollover terms can add up to +0.3x to your EBITDA multiple. Here’s how buyers score them and what you can do to negotiate better outcomes.
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 MoreHigh client concentration is one of the biggest valuation risks in 2026 CPA firm M&A. Even a single client representing 15–20%+ of revenue can trigger meaningful negative adjustments to your EBITDA multiple. Here’s exactly how buyers score this factor and what you can do to strengthen your position.
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.
