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
Nice Job APS

“APS did a nice job of providing buyers.  Their assistance with this process was greatly appreciated."

Dan O. CPA, Huntington Beach, California
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
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
A Very Good Experience

“Over all a very good experience with the professionals at APS. I am very satisfied with the process. Will use you again!."

Andy P., CPA, Dallas, Texas
Quick Sale in the Midwest

"Let's see, you helped me find a buyer that offered me what I was asking within a week....How can you top that?"

Michele S., Clinton Township, Michigan
Happy Fort Meyers Seller

 "You answered all my questions, found multiple qualified buyers and everything was handled in a professional manner. Well done!"

Lora-Lynn C. Fort Meyers, Florida
Second Time Seller

“This is the second time I have used APS to sell a business and have been very happy with the results both times."

Joy A. EA, Plano, Texas
Likes Using APS

"I have purchased and sold with APS and I wouldn't have it any other way."

Len T., Zinonsville, Indiana
Nice Job APS

“APS did a nice job of providing buyers.  Their assistance with this process was greatly appreciated."

Dan O. CPA, Huntington Beach, California
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
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
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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