Strong financial preparation is essential for PE due diligence. This guide covers the most important documents and how to prepare them effectively for a successful CPA firm sale in 2026.
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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.