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
Thank you!

“I cannot thank your team enough. The best way clients could ever thank me was by referrals. If I ever know of any CPAs that are selling or buying, I will send them your way with absolute confidence....

Scott P., CPA, San Diego, California
Thank you

"We want to thank you and your staff for your guidance and assistance in making this deal happen!"

Eric Lee, San Mateo, CA - Seller
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
Would do it Again

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

Ann V.. Newton, Massachusetts
Successful Closing

"Thank you for your team's hard work in helping bring this deal to fruition. We appreciated your expertise and guidance throughout the process. It was indeed a pleasure working with everyone to reach a successful closing."

Melissa Barnes, Grand Rapids, MI
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
A Fantastic Broker

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

Andrew B. CPA, York, Maine
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
Thank you!

“I cannot thank your team enough. The best way clients could ever thank me was by referrals. If I ever know of any CPAs that are selling or buying, I will send them your way with absolute confidence....

Scott P., CPA, San Diego, California
Thank you

"We want to thank you and your staff for your guidance and assistance in making this deal happen!"

Eric Lee, San Mateo, CA - Seller
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
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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