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
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
Lots of Qualified Buyers...

"Initially, I was overwhelmed by the number of qualified respondents within 2-3 days of listing with APS. After receiving and accepting one of the Full Price offers, it was less than 60 days to closing!...

Douglas M., Salt Lake City, Utah
Would do it Again

"I would do it again-that speaks volumes. Thank you for your professionalism and experience."

Ann V.. Newton, Massachusetts
Best Money Spent

"I am pleased with the way my sale turned out and am really glad I had APS list my practice. I know I got much better price and terms than I would have on my own and am happy to pay a commission-best...

Mark H., South Jordan, Utah
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
California EAs get All-Cash

"We didn't know where to find a buyer! A local firm made an offer but we really didn't want to be tied to the practice through an earn out arrangement. The call from APS came just in time and, as a...

Dale and Mary F., EAs, Napa, California
Great Match

"Thank you for all your help, APS, and finding a great match for us!"

Tom Andres, Napa, CA
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
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
Lots of Qualified Buyers...

"Initially, I was overwhelmed by the number of qualified respondents within 2-3 days of listing with APS. After receiving and accepting one of the Full Price offers, it was less than 60 days to closing!...

Douglas M., Salt Lake City, Utah
Would do it Again

"I would do it again-that speaks volumes. Thank you for your professionalism and experience."

Ann V.. Newton, Massachusetts
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