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 big thank you to the...

"Thank you for your support, guidance, and encouragement throughout the process. I truly appreciated the one-on-one attention and the fact that I was never pressured to settle for anything less than the...

Debra Duerre, Tucson AZ
Helped Me Comply

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

William S. CPA, Collierville, Tennessee
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
Can't Go Wrong

“I would highly recommend Accounting Practice Sales, whether buying or selling a practice. I have learned by experience, these guys know what they are doing!”

William R., CPA, Huntington Beach, California
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
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
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
Successful Closing

"Thank you for your team's hard work in helping bring this deal to fruition. We appreciated your expertise and guidance throughout the process. It was indeed a pleasure working with everyone to reach a successful closing."

Melissa Barnes, Grand Rapids, MI
A big thank you to the...

"Thank you for your support, guidance, and encouragement throughout the process. I truly appreciated the one-on-one attention and the fact that I was never pressured to settle for anything less than the...

Debra Duerre, Tucson AZ
Helped Me Comply

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

William S. CPA, Collierville, Tennessee
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
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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