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
A Pleasure

“It Was a pleasure to work with APS."

Genne L., CPA, Hinsdale, Massachsetts
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
Recommendations

"Thanks a lot for the work you have done. You did a great job in finding a buyer and I have already recommended you to two other firms in town who are thinking about selling."

Douglas H., Livingston, Montana
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
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
Selling Whole Practice, Not...

"Thanks again for your assistance in this process. I did enjoy the experience. I do NOT believe any CPA in Conroe has ever sold his/her practice. Usually, they sell "their clients." I am glad I started...

Maria Q., CPA, Conroe, Texas
Outstanding Experience

"I had an outstanding experience working with Accounting Practice Sales, and I especially want to recognize Sherif Boctor for his professionalism and dedication throughout the process. Selling an...

Jeff Maichel, Spokane WA
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 Pleasure

“It Was a pleasure to work with APS."

Genne L., CPA, Hinsdale, Massachsetts
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
Recommendations

"Thanks a lot for the work you have done. You did a great job in finding a buyer and I have already recommended you to two other firms in town who are thinking about selling."

Douglas H., Livingston, Montana
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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