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
Thank you!

"Thank you so much for everything!  It was wonderful working with you all. I appreciate your professionalism throughout the entire process. It was a pleasure working with you."

Steve Wiesenthal, Walnut Creek, CA
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
Likes Using APS

"I have purchased and sold with APS and I wouldn't have it any other way."

Len T., Zinonsville, Indiana
Educated in Texas

"Besides giving me an education and handling details I had not anticipated Gary provided numerous qualified buyers, most of whom met my parameters. I can't think of anything more he could have done."

Richard B., CPA Houston, Texas
Full price

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

Walter R. CMA, Calgary, Alberta
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
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
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!

"Thank you so much for everything!  It was wonderful working with you all. I appreciate your professionalism throughout the entire process. It was a pleasure working with you."

Steve Wiesenthal, Walnut Creek, CA
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
Likes Using APS

"I have purchased and sold with APS and I wouldn't have it any other way."

Len T., Zinonsville, Indiana
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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