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.
Revenue mix is one of the first things sophisticated buyers examine during Quality of Earnings reviews. For CPA firms in the $750K–$5M range, the balance between tax work, CAS, advisory, and other services can dramatically influence the multiple you receive.
Read MoreDiscover how recurring revenue adjustments significantly impact EBITDA multiples in CPA firm sales in 2026. Learn practical strategies to boost your recurring revenue percentage, optimize normalized EBITDA, and maximize your valuation when selling to private equity buyers or strategic acquirers.
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.
