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
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
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
APS 15+ Year History

"I engaged APS based on their list of possible buyers and work history. I had been watching their website activity for the last 15 years." 

Pete C., CPA, Collin County, Texas
Educated in Texas

"Besides giving me an education and handling details I had not anticipated Gary provided numerous qualified buyers, most of whom met my parameters. I can't think of anything more he could have done."

Richard B., CPA Houston, Texas
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
Retirement is Alright

"Retirement is going great, just shot an 81 here in Palm Springs so things are looking promising. We are off to Las Vegas next week and then to Phoenix for at least two months. Lots of hiking and...

Darcy W., CA, Calgary, Alberta
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
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
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
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
APS 15+ Year History

"I engaged APS based on their list of possible buyers and work history. I had been watching their website activity for the last 15 years." 

Pete C., CPA, Collin County, Texas
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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