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
Great Use of Energy for...

Working with my APS broker allowed me to spend my energy on my clients rather than potential buyers.

Anna H., EA, Oregon City, Oregon
A Fantastic Broker

“Lori was fantastic. Had offers in the asking price range within a couple of weeks listing."

Andrew B. CPA, York, Maine
Great Match

"Thank you for all your help, APS, and finding a great match for us!"

Tom Andres, Napa, CA
Perfect Buyer Found in Ohio

"Excellent experience... I was amazed at the response we got in a short time and found a perfect buyer."

Richard J., North Lima, Ohio
A Pleasure

"Thanks so much for all your hard work to make this happen so quickly.  It's been a pleasure working with all of you."

Martha Kalman, Livingston, MT
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
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
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
Great Use of Energy for...

Working with my APS broker allowed me to spend my energy on my clients rather than potential buyers.

Anna H., EA, Oregon City, Oregon
A Fantastic Broker

“Lori was fantastic. Had offers in the asking price range within a couple of weeks listing."

Andrew B. CPA, York, Maine
Great Match

"Thank you for all your help, APS, and finding a great match for us!"

Tom Andres, Napa, 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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