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!

1.7 Billion+
In deals closed
#1
Sales & acquisitions
24+ Years
As the global leader
140,000+
Registered buyers
303
Practices sold in 2024
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
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
Thank you

"We want to thank you and your staff for your guidance and assistance in making this deal happen!"

Eric Lee, San Mateo, CA - Seller
Sell With Professional Help

"The experience was very positive, and I felt confident at each step of the process. I can't imagine selling without professional help."

Betty F., Chapel Hill, North Carolina
Philosophy Works for Us

"We chose Accounting Practice Sales because of your reputation for selling firms at high multiples, as well as for your philosophy that high quality firms should sell with cash deals. You came through on...

Bill B., CPA, Hilton Head Island, South Carolina
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
Thank you!

Thank you for all your guidance and support!

Lisa Hill, Catalina, AZ
A Fantastic Broker

“Lori was fantastic. Had offers in the asking price range within a couple of weeks listing."

Andrew B. CPA, York, Maine
Selling Whole Practice, Not...

"Thanks again for your assistance in this process. I did enjoy the experience. I do NOT believe any CPA in Conroe has ever sold his/her practice. Usually, they sell "their clients." I am glad I started...

Maria Q., CPA, Conroe, Texas
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
Thank you

"We want to thank you and your staff for your guidance and assistance in making this deal happen!"

Eric Lee, San Mateo, CA - Seller
Sell With Professional Help

"The experience was very positive, and I felt confident at each step of the process. I can't imagine selling without professional help."

Betty F., Chapel Hill, North Carolina
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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