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!

1.7 Billion+
In deals closed
#1
Sales & acquisitions
24+ Years
As the global leader
140,000+
Registered buyers
303
Practices sold in 2024
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
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
Satisfied Oklahoma CPA

"Gary Holmes kept in contact with me for over four or five years waiting for me to decide to sell my business. I was concerned about the money, of course, but I wanted to sell to somebody that would...

Richard H., CPA, Oklahoma City, Oklahoma
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
A Pleasure

"Thanks so much for all your hard work to make this happen so quickly.  It's been a pleasure working with all of you."

Martha Kalman, Livingston, MT
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
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
Helped Me Comply

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

William S. CPA, Collierville, Tennessee
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
Satisfied Oklahoma CPA

"Gary Holmes kept in contact with me for over four or five years waiting for me to decide to sell my business. I was concerned about the money, of course, but I wanted to sell to somebody that would...

Richard H., CPA, Oklahoma City, Oklahoma
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
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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