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
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
Small Practice

"I am sure this sale is one of the smaller transactions in your practice, but I just wanted to say thank you anyway. Without your assistance I probably would not have had the success that we have...

Donald Y., LPA, EA, Kalona, Iowa
APS is the Best

“Ryan is very trust worthy.  APS is the best. Very professional."

Joseph B. CPA, Dallas, Texas
A Fantastic Broker

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

Andrew B. CPA, York, Maine
Thank you APS

"I want to sincerely thank you all for your work in making this transition a success! You were supportive and thoughtful from start to finish and I couldn’t be more pleased with the outcome! I will...

Kelsey Lewis, Lake Oswego, OR
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
Full price

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

Walter R. CMA, Calgary, Alberta
Thank You

“My daughter, who was the CPA, was experiencing severe health challenges and was no longer able to operate her practice.  We were in the middle of packing up and closing her office by month end when we...

Janie Hanson- Brea, CA
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
Small Practice

"I am sure this sale is one of the smaller transactions in your practice, but I just wanted to say thank you anyway. Without your assistance I probably would not have had the success that we have...

Donald Y., LPA, EA, Kalona, Iowa
APS is the Best

“Ryan is very trust worthy.  APS is the best. Very professional."

Joseph B. CPA, Dallas, 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.



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