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
Closed in Less Than 2 Weeks

"I thought it was overstated that she could possibly sell in a month.  She brought me a full price cash buyer and closed in less than 2 weeks from listing."

Gabriel M., Abilene, Texas
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
Nice Job APS

“APS did a nice job of providing buyers.  Their assistance with this process was greatly appreciated."

Dan O. CPA, Huntington Beach, 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 Pleasure

“It Was a pleasure to work with APS."

Genne L., CPA, Hinsdale, Massachsetts
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
Easy Process

"I appreciate everything Jake and Denise did at each step along the way to make the process clear and easy to navigate. They were always so responsive!"

Diane Shields, Oakland, CA
Making the Financing Work

"Anything can happen when you initiate the sale of your business! I am sure glad APS was there to pick me up when I thought all was lost. SBA can really make you jump through hoops. With years of...

Tom C., CPA, Mill Valley, California
Closed in Less Than 2 Weeks

"I thought it was overstated that she could possibly sell in a month.  She brought me a full price cash buyer and closed in less than 2 weeks from listing."

Gabriel M., Abilene, Texas
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
Nice Job APS

“APS did a nice job of providing buyers.  Their assistance with this process was greatly appreciated."

Dan O. CPA, Huntington Beach, California
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