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
Thank you!

Thank you for all your guidance and support!

Lisa Hill, Catalina, AZ
Thank You

“My daughter, who was the CPA, was experiencing severe health challenges and was no longer able to operate her practice.  We were in the middle of packing up and closing her office by month end when we...

Janie Hanson- Brea, CA
Recommendation to Sellers

"What a great group of professionals. They were virtually at my side with assistance at just the right moments to help the sale through to completion. I recommend them highly to any person who may be...

Don M., Soldotna, Alaska
APS Simple and Quick

"APS said it would probably take 3 months to close and they were right on. Using APS was a simple and quick way to get the job done without a great deal of involvement on my part."

Martin M., CA,Calgary, Alberta
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
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
Full price

“I was pleasantly surprised when we receive the full sales price upfront without any retention clause."

Walter R. CMA, Calgary, Alberta
Quick Sale in the Midwest

"Let's see, you helped me find a buyer that offered me what I was asking within a week....How can you top that?"

Michele S., Clinton Township, Michigan
Thank you!

Thank you for all your guidance and support!

Lisa Hill, Catalina, AZ
Thank You

“My daughter, who was the CPA, was experiencing severe health challenges and was no longer able to operate her practice.  We were in the middle of packing up and closing her office by month end when we...

Janie Hanson- Brea, CA
Recommendation to Sellers

"What a great group of professionals. They were virtually at my side with assistance at just the right moments to help the sale through to completion. I recommend them highly to any person who may be...

Don M., Soldotna, Alaska
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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