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
Would do it Again

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

Ann V.. Newton, Massachusetts
A big thank you to the...

"Thank you for your support, guidance, and encouragement throughout the process. I truly appreciated the one-on-one attention and the fact that I was never pressured to settle for anything less than the...

Debra Duerre, Tucson AZ
Great Match

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

Tom Andres, Napa, CA
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
Can't Go Wrong

“I would highly recommend Accounting Practice Sales, whether buying or selling a practice. I have learned by experience, these guys know what they are doing!”

William R., CPA, Huntington Beach, California
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
Strongly Recommended!

As for our experience with APS, we can honestly state that we would likely not have achieved the final sale proceeds realized, had we not employed APS. Further to that, had we attempted this sale on our...

Rob F.,CPA, Drayton Valley, Alberta
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
Would do it Again

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

Ann V.. Newton, Massachusetts
A big thank you to the...

"Thank you for your support, guidance, and encouragement throughout the process. I truly appreciated the one-on-one attention and the fact that I was never pressured to settle for anything less than the...

Debra Duerre, Tucson AZ
Great Match

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

Tom Andres, Napa, CA
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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Acounting Practice Sales
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