Helping you plan for the unexpected | Accounting Practice Sales

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.

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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

Full price

“I was pleasantly surprised when we receive the full sales price upfront without any retention clause."

Walter R. CMA, Calgary, Alberta

Quick Sale in Florida

"I faxed my information on Tuesday at 4:30 pm. The next day I had a call and an appointment with a buyer on Thursday morning. We closed and signed papers five days later."

Richard H., Pohokee, Florida

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

Sell With Professional Help

"The experience was very positive, and I felt confident at each step of the process. I can't imagine selling without professional help."

Betty F., Chapel Hill, North Carolina

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

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

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

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

Full price

“I was pleasantly surprised when we receive the full sales price upfront without any retention clause."

Walter R. CMA, Calgary, Alberta

Quick Sale in Florida

"I faxed my information on Tuesday at 4:30 pm. The next day I had a call and an appointment with a buyer on Thursday morning. We closed and signed papers five days later."

Richard H., Pohokee, Florida

More Testimonials

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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