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
Quick Sale in Florida

"I faxed my information on Tuesday at 4:30 pm. The next day I had a call and an appointment with a buyer on Thursday morning. We closed and signed papers five days later."

Richard H., Pohokee, Florida
Quick Sale in the Midwest

"Let's see, you helped me find a buyer that offered me what I was asking within a week....How can you top that?"

Michele S., Clinton Township, Michigan
Selling Whole Practice, Not...

"Thanks again for your assistance in this process. I did enjoy the experience. I do NOT believe any CPA in Conroe has ever sold his/her practice. Usually, they sell "their clients." I am glad I started...

Maria Q., CPA, Conroe, Texas
Retirement is Alright

"Retirement is going great, just shot an 81 here in Palm Springs so things are looking promising. We are off to Las Vegas next week and then to Phoenix for at least two months. Lots of hiking and...

Darcy W., CA, Calgary, Alberta
Total Professionals

"Thank you very much for your valuable assistance in selling my tax practice. You and your firm are total professionals and were very instrumental in achieving my goal of not only selling my practice but also finding a suitable buyer"

Elizondo, Montebello, CA
Recommendations

"Thanks a lot for the work you have done. You did a great job in finding a buyer and I have already recommended you to two other firms in town who are thinking about selling."

Douglas H., Livingston, Montana
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
A Fantastic Broker

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

Andrew B. CPA, York, Maine
Quick Sale in Florida

"I faxed my information on Tuesday at 4:30 pm. The next day I had a call and an appointment with a buyer on Thursday morning. We closed and signed papers five days later."

Richard H., Pohokee, Florida
Quick Sale in the Midwest

"Let's see, you helped me find a buyer that offered me what I was asking within a week....How can you top that?"

Michele S., Clinton Township, Michigan
Selling Whole Practice, Not...

"Thanks again for your assistance in this process. I did enjoy the experience. I do NOT believe any CPA in Conroe has ever sold his/her practice. Usually, they sell "their clients." I am glad I started...

Maria Q., CPA, Conroe, 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