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.
While 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.
