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!

~$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
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
Strongly Recommended!

As for our experience with APS, we can honestly state that we would likely not have achieved the final sale proceeds realized, had we not employed APS. Further to that, had we attempted this sale on our...

Rob F.,CPA, Drayton Valley, Alberta
Satisfied Buyer in Houston

"The purchase worked out very well for us, so well, in fact, that we are monitoring your e-mails for another practice that might fit in with us. We are continuing to grow the old-fashioned way but I know...

Guerry D., CPA, Houston, Texas
APS Simple and Quick

"APS said it would probably take 3 months to close and they were right on. Using APS was a simple and quick way to get the job done without a great deal of involvement on my part."

Martin M., CA,Calgary, Alberta
Recommendation to Sellers

"What a great group of professionals. They were virtually at my side with assistance at just the right moments to help the sale through to completion. I recommend them highly to any person who may be...

Don M., Soldotna, Alaska
Nice Job APS

“APS did a nice job of providing buyers.  Their assistance with this process was greatly appreciated."

Dan O. CPA, Huntington Beach, California
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
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
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
Strongly Recommended!

As for our experience with APS, we can honestly state that we would likely not have achieved the final sale proceeds realized, had we not employed APS. Further to that, had we attempted this sale on our...

Rob F.,CPA, Drayton Valley, Alberta
Satisfied Buyer in Houston

"The purchase worked out very well for us, so well, in fact, that we are monitoring your e-mails for another practice that might fit in with us. We are continuing to grow the old-fashioned way but I know...

Guerry D., CPA, Houston, 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