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.
ChatGPT, Grok, and similar tools can produce a confident number for your CPA firm. A PE Quality of Earnings review frequently arrives lower. This guide explains the gap — rules of thumb vs. normalized EBITDA, owner-only AI, unsupported add-backs, and qualitative haircuts — and how serious sellers close it before going to market.
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.
