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
Closed in Less Than 2 Weeks

"I thought it was overstated that she could possibly sell in a month.  She brought me a full price cash buyer and closed in less than 2 weeks from listing."

Gabriel M., Abilene, Texas
Thank you APS

"I want to sincerely thank you all for your work in making this transition a success! You were supportive and thoughtful from start to finish and I couldn’t be more pleased with the outcome! I will...

Kelsey Lewis, Lake Oswego, OR
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
Recommendations

"Thanks a lot for the work you have done. You did a great job in finding a buyer and I have already recommended you to two other firms in town who are thinking about selling."

Douglas H., Livingston, Montana
APS - As advertised!

In our initial discussions they indicated the higher pricing we should look at and indicated that they had a buyer that would be interested before it was even listed. True on all accounts. I would definitely recommend using them.

Glenn A., CPA, Calgary, Alberta
Satisfied Buyer in Houston

"The purchase worked out very well for us, so well, in fact, that we are monitoring your e-mails for another practice that might fit in with us. We are continuing to grow the old-fashioned way but I know...

Guerry D., CPA, Houston, Texas
Likes Using APS

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

Len T., Zinonsville, Indiana
Second Time Seller

“This is the second time I have used APS to sell a business and have been very happy with the results both times."

Joy A. EA, Plano, Texas
Closed in Less Than 2 Weeks

"I thought it was overstated that she could possibly sell in a month.  She brought me a full price cash buyer and closed in less than 2 weeks from listing."

Gabriel M., Abilene, Texas
Thank you APS

"I want to sincerely thank you all for your work in making this transition a success! You were supportive and thoughtful from start to finish and I couldn’t be more pleased with the outcome! I will...

Kelsey Lewis, Lake Oswego, OR
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
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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