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.

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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
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
Full price

“I was pleasantly surprised when we receive the full sales price upfront without any retention clause."

Walter R. CMA, Calgary, Alberta
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
APS is the Best

“Ryan is very trust worthy.  APS is the best. Very professional."

Joseph B. 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
Satisfied Buyer in Houston

"The purchase worked out very well for us, so well, in fact, that we are monitoring your e-mails for another practice that might fit in with us. We are continuing to grow the old-fashioned way but I know...

Guerry D., CPA, Houston, Texas
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
Small Practice

"I am sure this sale is one of the smaller transactions in your practice, but I just wanted to say thank you anyway. Without your assistance I probably would not have had the success that we have...

Donald Y., LPA, EA, Kalona, Iowa
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
Full price

“I was pleasantly surprised when we receive the full sales price upfront without any retention clause."

Walter R. CMA, Calgary, Alberta
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
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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