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
Making the Financing Work

"Anything can happen when you initiate the sale of your business! I am sure glad APS was there to pick me up when I thought all was lost. SBA can really make you jump through hoops. With years of...

Tom C., CPA, Mill Valley, California
Small Practice

"I am sure this sale is one of the smaller transactions in your practice, but I just wanted to say thank you anyway. Without your assistance I probably would not have had the success that we have...

Donald Y., LPA, EA, Kalona, Iowa
Top of Your Game

"Thank you, APS. You ran with this as soon as I gave it to you. I appreciate the effort and how easy you made this for me. You are truly at the top of your game and know your business."

Candace Tidwell, San Luis Obispo County, CA
Would do it Again

"I would do it again-that speaks volumes. Thank you for your professionalism and experience."

Ann V.. Newton, Massachusetts
CPA Buys a Practice in Miami

"It has now been one year since you helped me buy my practice. I just wanted to tell you that it has been a great year. My billings have doubled and that office has been a gem. I cannot express enough how...

Francisco A., CPA, Miami, Florida
APS Rocks!

“The entire APS team is stellar. Their communication was super clear from the beginning to the very end and they were able to help us locate a buyer extremely fast. We could not have done this without...

Tiffany J., CPA, CFP, Santa Monica, California
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
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
Making the Financing Work

"Anything can happen when you initiate the sale of your business! I am sure glad APS was there to pick me up when I thought all was lost. SBA can really make you jump through hoops. With years of...

Tom C., CPA, Mill Valley, California
Small Practice

"I am sure this sale is one of the smaller transactions in your practice, but I just wanted to say thank you anyway. Without your assistance I probably would not have had the success that we have...

Donald Y., LPA, EA, Kalona, Iowa
Top of Your Game

"Thank you, APS. You ran with this as soon as I gave it to you. I appreciate the effort and how easy you made this for me. You are truly at the top of your game and know your business."

Candace Tidwell, San Luis Obispo County, 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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