Proper timing with PE fund lifecycles can dramatically improve your CPA firm exit. This guide breaks down early deployment, mid-stage, and harvest periods, key questions to ask buyers, and a practical 6–18 month timeline to achieve stronger multiples and better terms 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.