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
Get Started
Select your country and state to generate your forms:
Country *
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
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 Fantastic Broker

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

Andrew B. CPA, York, Maine
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
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
Great Use of Energy for...

Working with my APS broker allowed me to spend my energy on my clients rather than potential buyers.

Anna H., EA, Oregon City, Oregon
Helped Me Comply

“Lori treated me fairly and helped me comply with bank, seller, and SBA requirements"

William S. CPA, Collierville, Tennessee
Thank you!

Thank you for all your guidance and support!

Lisa Hill, Catalina, AZ
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
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 Fantastic Broker

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

Andrew B. CPA, York, Maine
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
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.



Contact us