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
Outstanding Experience

"I had an outstanding experience working with Accounting Practice Sales, and I especially want to recognize Sherif Boctor for his professionalism and dedication throughout the process. Selling an...

Jeff Maichel, Spokane WA
Thank you!

“I cannot thank your team enough. The best way clients could ever thank me was by referrals. If I ever know of any CPAs that are selling or buying, I will send them your way with absolute confidence....

Scott P., CPA, San Diego, California
All Cash!

"Working with Wade and Gary made the sale of my practice much easier. They were able to bring me various buyers with good offers on my practice. I ended up selling for all cash and I was also able to sell...

Darwin M., CPA, Pearland, Texas
A Pleasure

"Thanks so much for all your hard work to make this happen so quickly.  It's been a pleasure working with all of you."

Martha Kalman, Livingston, MT
APS - As advertised!

In our initial discussions they indicated the higher pricing we should look at and indicated that they had a buyer that would be interested before it was even listed. True on all accounts. I would definitely recommend using them.

Glenn A., CPA, Calgary, Alberta
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
Making the Financing Work

"Anything can happen when you initiate the sale of your business! I am sure glad APS was there to pick me up when I thought all was lost. SBA can really make you jump through hoops. With years of...

Tom C., CPA, Mill Valley, California
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
Outstanding Experience

"I had an outstanding experience working with Accounting Practice Sales, and I especially want to recognize Sherif Boctor for his professionalism and dedication throughout the process. Selling an...

Jeff Maichel, Spokane WA
Thank you!

“I cannot thank your team enough. The best way clients could ever thank me was by referrals. If I ever know of any CPAs that are selling or buying, I will send them your way with absolute confidence....

Scott P., CPA, San Diego, California
All Cash!

"Working with Wade and Gary made the sale of my practice much easier. They were able to bring me various buyers with good offers on my practice. I ended up selling for all cash and I was also able to sell...

Darwin M., CPA, Pearland, 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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