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
Helped Me Comply

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

William S. CPA, Collierville, Tennessee
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
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
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
CPA Buys a Practice in Miami

"It has now been one year since you helped me buy my practice. I just wanted to tell you that it has been a great year. My billings have doubled and that office has been a gem. I cannot express enough how...

Francisco A., CPA, Miami, Florida
Thank you!

Thank you for all your guidance and support!

Lisa Hill, Catalina, AZ
Lots of Qualified Buyers...

"Initially, I was overwhelmed by the number of qualified respondents within 2-3 days of listing with APS. After receiving and accepting one of the Full Price offers, it was less than 60 days to closing!...

Douglas M., Salt Lake City, Utah
Outstanding Experience

"Working with APS was an outstanding experience from start to finish. Their team was professional, efficient, and always available to guide me through every step of the process with care and attention to...

Van Dichoso, Beverly Hills, CA
Helped Me Comply

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

William S. CPA, Collierville, Tennessee
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
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
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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