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
Worth Every Penny

"I couldn't have done it without APS. Excellent service! Professional and worth every penny of the commission."

Lorrie M., Townsend, Montana
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
A Fantastic Broker

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

Andrew B. CPA, York, Maine
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
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
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
Educated in Texas

"Besides giving me an education and handling details I had not anticipated Gary provided numerous qualified buyers, most of whom met my parameters. I can't think of anything more he could have done."

Richard B., CPA Houston, Texas
Worth Every Penny

"I couldn't have done it without APS. Excellent service! Professional and worth every penny of the commission."

Lorrie M., Townsend, Montana
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
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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