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
Get Started
Select your country and state to generate your forms:
Country *
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
California EAs get All-Cash

"We didn't know where to find a buyer! A local firm made an offer but we really didn't want to be tied to the practice through an earn out arrangement. The call from APS came just in time and, as a...

Dale and Mary F., EAs, Napa, California
Recommendation for Job...

“I will recommend APS to my peers. Thanks."

Salim G., CPA, Miramar, Florida
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
Full price

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

Walter R. CMA, Calgary, Alberta
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
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
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
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
California EAs get All-Cash

"We didn't know where to find a buyer! A local firm made an offer but we really didn't want to be tied to the practice through an earn out arrangement. The call from APS came just in time and, as a...

Dale and Mary F., EAs, Napa, California
Recommendation for Job...

“I will recommend APS to my peers. Thanks."

Salim G., CPA, Miramar, Florida
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
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.



Contact us