You’re Still in Control — But You Don’t Want to Do This Forever
You’ve built a firm you’re proud of — the clients trust you, the work is steady, and you’re still sharp enough to keep going. But that doesn’t mean you want to carry it all on your back forever.
The stress of tax season, the revolving door of staffing, the weight of being the final decision-maker — it wears on you. Not because you can’t do it, but because deep down, you know there’s something more valuable now: your time, your health, your freedom.
Maybe you’re not ready to walk away tomorrow, and that’s perfectly fine. But you are ready to consider what a different future could look like — one where you keep doing the work you love without the burnout, or where you finally get to throttle down without leaving money or opportunity on the table. At Ashley-Kincaid, we specialize in helping firm owners explore that next chapter — whether it’s a partial exit, a strategic transition, or a full succession plan — always with full confidentiality and your goals at the center of it all.
You’re not giving up control. You’re taking back choice.
It’s Not Just About Selling — It’s About What Comes Next
For most CPA firm owners, the decision to sell isn’t just about dollars and cents — it’s about freedom. Freedom to reclaim your time. Freedom to focus on what truly matters. Freedom to pursue something new, or simply to step back and enjoy the life you’ve worked so hard to build.
Selling your firm isn’t a sign of stepping away — it’s a sign of stepping into something better. Maybe it’s the peace of mind that comes with knowing your clients and team are in good hands. Maybe it’s having the space to travel, invest, mentor, or just breathe. For some, it’s the joy of watching the next generation take over — without the pressure of keeping the engine running yourself.
At Ashley-Kincaid, we help CPA firm owners exit with dignity, purpose, and the financial outcome they deserve. We understand how personal this decision is — it’s not just a firm, it’s your legacy. Our process is built around preserving that legacy while helping you unlock the next chapter with clarity, confidence, and the full value of what you’ve built.
Why Choose Ashley-Kincaid?
Expert Guidance. National Reach. Performance-Based Results.
At Ashley-Kincaid, we specialize in helping CPA and accounting firm owners navigate successful transitions — whether you’re ready to retire, merge, or move on to your next chapter. Our approach is simple: we only succeed when you do.
We deliver the personalized attention of a boutique advisory with the buyer access and market intelligence of a national firm — all without requiring exclusivity or upfront fees. At Ashley-Kincaid, we don’t just work transactions — we create opportunities. Our team is dedicated to making your sale a catalyst for growth, prosperity, and a smooth transition into your future.
Access To Buyers
We’ve cultivated a trusted network of qualified buyers who are actively seeking to acquire CPA firms — ensuring you have serious, well-matched options when the time is right.
At Ashley-Kincaid, we have dedicated extensive resources to cultivating a robust network of buyers across the United States who are actively seeking opportunities to acquire CPA firms.
Our curated database of buyers across the United States allows us to quickly match your firm to serious, strategic acquirers — maximizing your value while minimizing your time on the market. Our team works tirelessly to build strong relationships with potential buyers who understand the unique value of CPA practices and are positioned to make competitive offers. This dedication to networking ensures that sellers who partner with us have access to a qualified and motivated pool of buyers, maximizing the chances of finding the ideal match.
Our broad reach and deep industry connections set us apart, providing clients with a level of access and insight that few can match. With Ashley-Kincaid, you gain a strategic partner dedicated to finding the right buyer for your firm, backed by our commitment to transparency, confidentiality, and results.
Non-Exclusive Agreement
We believe great partnerships are built on trust, not contracts. You retain full control throughout the process. You only pay us when your deal successfully closes.
At Ashley-Kincaid, we pride ourselves on offering flexibility and transparency in every aspect of our business practices.
Unlike many other firms, we do not require exclusive agreements with our seller clients, giving you the freedom to explore all options without feeling locked into a restrictive contract. We believe that great partnerships are built on trust and results, not obligations, which is why we allow you to work with other parties if that best suits your goals. Our commitment is to earn your confidence through our dedication, resources, and results—no exclusivity required.
Confidentiality
Your trust is our top priority — every conversation is handled with discretion, integrity, and a deep respect for what you’ve built.
At Ashley-Kincaid, we understand that confidentiality is essential to every step of buying or selling a CPA firm.
We recognize that these transactions often involve sensitive financial details, client relationships, and proprietary information that must be handled with the highest degree of discretion. Our team is dedicated to protecting your privacy. From initial consultations to final negotiations and beyond, we ensure that your business reputation are protected at every turn. Our commitment to confidentiality goes beyond standard practices; it’s a core value that defines our approach.