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
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
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
Likes Using APS

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

Len T., Zinonsville, Indiana
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
A Very Good Experience

“Over all a very good experience with the professionals at APS. I am very satisfied with the process. Will use you again!."

Andy P., CPA, Dallas, Texas
Recommendation for Job...

“I will recommend APS to my peers. Thanks."

Salim G., CPA, Miramar, Florida
Repeat Client

"This is the second time I've used APS-the first time was in 2004 to sell my practice and again at this time to purchase a new practice. Both experiences were handled professionally and I'm satisfied with the services provided."

Lois V., Fremont, California
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
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
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.



Contact us