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
Worth Every Penny

"I couldn't have done it without APS. Excellent service! Professional and worth every penny of the commission."

Lorrie M., Townsend, Montana
Repeat Client

"This is the second time I've used APS-the first time was in 2004 to sell my practice and again at this time to purchase a new practice. Both experiences were handled professionally and I'm satisfied with the services provided."

Lois V., Fremont, California
Satisfied Oklahoma CPA

"Gary Holmes kept in contact with me for over four or five years waiting for me to decide to sell my business. I was concerned about the money, of course, but I wanted to sell to somebody that would...

Richard H., CPA, Oklahoma City, Oklahoma
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
Practice Owner from Dallas...

"I recommend Accounting Practice Sales to anyone selling their practice. Before we knew about APS, we tried to sell our business ourselves and weren't successful. That actually turned out to be a good...

Eric M., CPA, Dallas, Texas
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
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 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
Worth Every Penny

"I couldn't have done it without APS. Excellent service! Professional and worth every penny of the commission."

Lorrie M., Townsend, Montana
Repeat Client

"This is the second time I've used APS-the first time was in 2004 to sell my practice and again at this time to purchase a new practice. Both experiences were handled professionally and I'm satisfied with the services provided."

Lois V., Fremont, California
Satisfied Oklahoma CPA

"Gary Holmes kept in contact with me for over four or five years waiting for me to decide to sell my business. I was concerned about the money, of course, but I wanted to sell to somebody that would...

Richard H., CPA, Oklahoma City, Oklahoma
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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