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
Get Started
Select your country and state to generate your forms:
Country *
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
Perfect Match for Monterey...

"Thank you so much for your help with the sale. You and Jake were always available for any questions either the buyer or I had and you made the process as painless as possible! You found the perfect buyer...

Diane S., EA, Monterey, California
Recommendation to Sellers

"What a great group of professionals. They were virtually at my side with assistance at just the right moments to help the sale through to completion. I recommend them highly to any person who may be...

Don M., Soldotna, Alaska
All Cash!

"Working with Wade and Gary made the sale of my practice much easier. They were able to bring me various buyers with good offers on my practice. I ended up selling for all cash and I was also able to sell...

Darwin M., CPA, Pearland, Texas
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

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

Eric Lee, San Mateo, CA - Seller
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
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
Likes Using APS

"I have purchased and sold with APS and I wouldn't have it any other way."

Len T., Zinonsville, Indiana
Perfect Match for Monterey...

"Thank you so much for your help with the sale. You and Jake were always available for any questions either the buyer or I had and you made the process as painless as possible! You found the perfect buyer...

Diane S., EA, Monterey, California
Recommendation to Sellers

"What a great group of professionals. They were virtually at my side with assistance at just the right moments to help the sale through to completion. I recommend them highly to any person who may be...

Don M., Soldotna, Alaska
All Cash!

"Working with Wade and Gary made the sale of my practice much easier. They were able to bring me various buyers with good offers on my practice. I ended up selling for all cash and I was also able to sell...

Darwin M., CPA, Pearland, 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.



Contact us