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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 cpa firm platform acquisition
Common Mistakes When Valuing and Selling Your CPA Firm in 2026 (And How to Avoid Them)

Selling a CPA firm is a once-in-a-lifetime event for most owners. Unfortunately, simple mistakes can cost tens or hundreds of thousands in lost value. This guide reveals the most frequent errors in 2026 and provides practical ways to avoid them, backed by real market insights.

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Platform vs Add-On Acquisitions: How to Position Your CPA Firm as a Premium Platform in 2026

Platform acquisitions command significantly higher multiples and better terms than add-on deals. This comprehensive guide explains what PE buyers look for in a platform and provides practical steps to intentionally position your CPA firm for maximum value in 2026.

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