Helping you plan for the unexpected | Accounting Practice Sales

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.

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What Our Clients Are Saying

Quick Sale in Florida

"I faxed my information on Tuesday at 4:30 pm. The next day I had a call and an appointment with a buyer on Thursday morning. We closed and signed papers five days later."

Richard H., Pohokee, Florida

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 Pleasure

“It Was a pleasure to work with APS."

Genne L., CPA, Hinsdale, Massachsetts

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

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

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

Nice Job APS

“APS did a nice job of providing buyers. Their assistance with this process was greatly appreciated."

Dan O. CPA, Huntington Beach, California

Helped Me Comply

“Lori treated me fairly and helped me comply with bank, seller, and SBA requirements"

William S. CPA, Collierville, Tennessee

Quick Sale in Florida

"I faxed my information on Tuesday at 4:30 pm. The next day I had a call and an appointment with a buyer on Thursday morning. We closed and signed papers five days later."

Richard H., Pohokee, Florida

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 Pleasure

“It Was a pleasure to work with APS."

Genne L., CPA, Hinsdale, Massachsetts

More Testimonials

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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