Helping you plan for the unexpected.
We are pleased to provide you with these essential documents to support your practice succession planning and assist your family. Having these documents on file will be highly valuable to your executor and your family.

Please select the country and state where your practice is located to generate the appropriate forms.

If you have any questions: Connect with your advisor
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Why choose accounting practice sales?

We'll match YOU with your perfect buyer!

Our brokers are dedicated to finding you the right buyer for your practice.

We match practice owners with qualified buyers... and we do it better than anyone else!

~$2 Billion
In deals closed
#1
Sales & acquisitions
25+ Years
As the global leader
140,000+
Registered buyers
301
Practices sold in 2025
Selling an Accounting or Tax Practice?

Understanding the critical factors involved in selling your firm is essential for making informed decisions that maximize your value and minimize your risk. We've created these seller articles to answer the most common questions we receive from firm owners. If you need clarification on any topics discussed or have additional questions, please connect with your transition advisor.

View seller articles Connect with your advisor
What Our Clients Are Saying
Lots of Qualified Buyers...

"Initially, I was overwhelmed by the number of qualified respondents within 2-3 days of listing with APS. After receiving and accepting one of the Full Price offers, it was less than 60 days to closing!...

Douglas M., Salt Lake City, Utah
Thank you!

"Thank you so much for everything!  It was wonderful working with you all. I appreciate your professionalism throughout the entire process. It was a pleasure working with you."

Steve Wiesenthal, Walnut Creek, CA
APS Rocks!

“The entire APS team is stellar. Their communication was super clear from the beginning to the very end and they were able to help us locate a buyer extremely fast. We could not have done this without...

Tiffany J., CPA, CFP, Santa Monica, California
CPA Buys a Practice in Miami

"It has now been one year since you helped me buy my practice. I just wanted to tell you that it has been a great year. My billings have doubled and that office has been a gem. I cannot express enough how...

Francisco A., CPA, Miami, Florida
Successful Closing

"Thank you for your team's hard work in helping bring this deal to fruition. We appreciated your expertise and guidance throughout the process. It was indeed a pleasure working with everyone to reach a successful closing."

Melissa Barnes, Grand Rapids, MI
Best Money Spent

"I am pleased with the way my sale turned out and am really glad I had APS list my practice. I know I got much better price and terms than I would have on my own and am happy to pay a commission-best...

Mark H., South Jordan, Utah
Excellent Guidance

"Your team provided excellent guidance to both the buyer and me throughout the process. I would highly recommend you to colleagues who may be considering selling or purchasing a CPA practice. I want to...

Bob Finston, San Francisco, CA
Great Match

"Thank you for all your help, APS, and finding a great match for us!"

Tom Andres, Napa, CA
Lots of Qualified Buyers...

"Initially, I was overwhelmed by the number of qualified respondents within 2-3 days of listing with APS. After receiving and accepting one of the Full Price offers, it was less than 60 days to closing!...

Douglas M., Salt Lake City, Utah
Thank you!

"Thank you so much for everything!  It was wonderful working with you all. I appreciate your professionalism throughout the entire process. It was a pleasure working with you."

Steve Wiesenthal, Walnut Creek, CA
APS Rocks!

“The entire APS team is stellar. Their communication was super clear from the beginning to the very end and they were able to help us locate a buyer extremely fast. We could not have done this without...

Tiffany J., CPA, CFP, Santa Monica, California
We're Here to Help

Whether you are looking to sell now or in the future, connect with us to learn more about the sales process and how to best position your practice for sale.



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