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
Likes Using APS

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

Len T., Zinonsville, Indiana
A Fantastic Broker

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

Andrew B. CPA, York, Maine
APS 15+ Year History

"I engaged APS based on their list of possible buyers and work history. I had been watching their website activity for the last 15 years." 

Pete C., CPA, Collin County, Texas
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
Outstanding Experience

"Working with APS was an outstanding experience from start to finish. Their team was professional, efficient, and always available to guide me through every step of the process with care and attention to...

Van Dichoso, Beverly Hills, 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
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
Second Time Seller

“This is the second time I have used APS to sell a business and have been very happy with the results both times."

Joy A. EA, Plano, Texas
Likes Using APS

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

Len T., Zinonsville, Indiana
A Fantastic Broker

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

Andrew B. CPA, York, Maine
APS 15+ Year History

"I engaged APS based on their list of possible buyers and work history. I had been watching their website activity for the last 15 years." 

Pete C., CPA, Collin County, Texas
More Testimonials
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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Acounting Practice Sales
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