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
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
Great Match

"Thank you for all your help, APS, and finding a great match for us!"

Tom Andres, Napa, CA
Sell With Professional Help

"The experience was very positive, and I felt confident at each step of the process. I can't imagine selling without professional help."

Betty F., Chapel Hill, North Carolina
Perfect Match for Monterey...

"Thank you so much for your help with the sale. You and Jake were always available for any questions either the buyer or I had and you made the process as painless as possible! You found the perfect buyer...

Diane S., EA, Monterey, California
All Cash!

"Working with Wade and Gary made the sale of my practice much easier. They were able to bring me various buyers with good offers on my practice. I ended up selling for all cash and I was also able to sell...

Darwin M., CPA, Pearland, Texas
Worth Every Penny

"I couldn't have done it without APS. Excellent service! Professional and worth every penny of the commission."

Lorrie M., Townsend, Montana
Helped Me Comply

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

William S. CPA, Collierville, Tennessee
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
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
Great Match

"Thank you for all your help, APS, and finding a great match for us!"

Tom Andres, Napa, CA
Sell With Professional Help

"The experience was very positive, and I felt confident at each step of the process. I can't imagine selling without professional help."

Betty F., Chapel Hill, North 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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