CPA Firm Sales

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 pe changing cpa valuations
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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How Private Equity Is Changing CPA Firm Valuations and Sales in 2026

Private equity capital has dramatically changed the landscape for CPA firm owners. What used to be a simple 1x revenue sale is now a sophisticated process involving EBITDA multiples, platform strategies, and significant premium opportunities. This guide explains the shifts happening in 2026 and how you can benefit.

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