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
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
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
Sell With Professional Help

"The experience was very positive, and I felt confident at each step of the process. I can't imagine selling without professional help."

Betty F., Chapel Hill, North Carolina
A Fantastic Broker

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

Andrew B. CPA, York, Maine
Happy Fort Meyers Seller

 "You answered all my questions, found multiple qualified buyers and everything was handled in a professional manner. Well done!"

Lora-Lynn C. Fort Meyers, Florida
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
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
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
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
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
Sell With Professional Help

"The experience was very positive, and I felt confident at each step of the process. I can't imagine selling without professional help."

Betty F., Chapel Hill, North Carolina
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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