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.
Not all buyers are the same. In 2026, private equity platforms and strategic CPA firms often pay very different multiples and structure deals differently. Understanding these differences can help you target the right buyers and maximize your exit value.
Read MoreConsistent organic growth is one of the most powerful qualitative factors in 2026 CPA firm M&A. In LBO-based models, strong annual growth can add up to +0.5x to your EBITDA multiple. Here’s exactly how buyers score this factor and what proactive steps can significantly increase your valuation.
Read MoreWhile high recurring revenue is important, sophisticated PE buyers in 2026 also scrutinize your overall service mix. The quality, profitability, and scalability of your engagements — especially the balance between compliance and higher-value advisory/CAS work — can add or subtract 0.15x to 0.10x (or more) from your multiple in LBO-based valuations.
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.
