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
A Fantastic Broker

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

Andrew B. CPA, York, Maine
A Pleasure

"Thanks so much for all your hard work to make this happen so quickly.  It's been a pleasure working with all of you."

Martha Kalman, Livingston, MT
Full price

“I was pleasantly surprised when we receive the full sales price upfront without any retention clause."

Walter R. CMA, Calgary, Alberta
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
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
Excellent Guidance

"Your team provided excellent guidance to both the buyer and me throughout the process. I would highly recommend you to colleagues who may be considering selling or purchasing a CPA practice. I want to...

Bob Finston, San Francisco, CA
Satisfied Buyer in Houston

"The purchase worked out very well for us, so well, in fact, that we are monitoring your e-mails for another practice that might fit in with us. We are continuing to grow the old-fashioned way but I know...

Guerry D., CPA, Houston, Texas
Great Use of Energy for...

Working with my APS broker allowed me to spend my energy on my clients rather than potential buyers.

Anna H., EA, Oregon City, Oregon
A Fantastic Broker

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

Andrew B. CPA, York, Maine
A Pleasure

"Thanks so much for all your hard work to make this happen so quickly.  It's been a pleasure working with all of you."

Martha Kalman, Livingston, MT
Full price

“I was pleasantly surprised when we receive the full sales price upfront without any retention clause."

Walter R. CMA, Calgary, Alberta
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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