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.
High partner and staff retention risk is one of the biggest red flags in 2026 CPA firm M&A. In LBO models, it can trigger adjustments as large as -0.6x. Here’s exactly how buyers score this factor and what you can do to strengthen your team and boost your valuation.
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.
