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
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
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
Closed in Less Than 2 Weeks

"I thought it was overstated that she could possibly sell in a month.  She brought me a full price cash buyer and closed in less than 2 weeks from listing."

Gabriel M., Abilene, Texas
Perfect Match for Monterey...

"Thank you so much for your help with the sale. You and Jake were always available for any questions either the buyer or I had and you made the process as painless as possible! You found the perfect buyer...

Diane S., EA, Monterey, California
Top of Your Game

"Thank you, APS. You ran with this as soon as I gave it to you. I appreciate the effort and how easy you made this for me. You are truly at the top of your game and know your business."

Candace Tidwell, San Luis Obispo County, CA
Easy Process

"I appreciate everything Jake and Denise did at each step along the way to make the process clear and easy to navigate. They were always so responsive!"

Diane Shields, Oakland, CA
APS is the Best

“Ryan is very trust worthy.  APS is the best. Very professional."

Joseph B. CPA, Dallas, Texas
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
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
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
Closed in Less Than 2 Weeks

"I thought it was overstated that she could possibly sell in a month.  She brought me a full price cash buyer and closed in less than 2 weeks from listing."

Gabriel M., Abilene, Texas
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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