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CPA M&A Insights

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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.

 
Posts tagged cash at close PE
Typical PE Deal Structure for CPA Firms in 2026: Cash, Rollover, Earnout & Notes Explained

A representative PE deal for a strong mid-market CPA firm in 2026 often combines 50–60% cash, 20–30% rollover, and 10–20% contingent consideration. This guide walks through how those components interact and why the mix matters more than the headline multiple.

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