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
APS Rocks!

“The entire APS team is stellar. Their communication was super clear from the beginning to the very end and they were able to help us locate a buyer extremely fast. We could not have done this without...

Tiffany J., CPA, CFP, Santa Monica, California
Thank you!

Thank you for all your guidance and support!

Lisa Hill, Catalina, AZ
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
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
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
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
CPA Buys a Practice in Miami

"It has now been one year since you helped me buy my practice. I just wanted to tell you that it has been a great year. My billings have doubled and that office has been a gem. I cannot express enough how...

Francisco A., CPA, Miami, Florida
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
APS Rocks!

“The entire APS team is stellar. Their communication was super clear from the beginning to the very end and they were able to help us locate a buyer extremely fast. We could not have done this without...

Tiffany J., CPA, CFP, Santa Monica, California
Thank you!

Thank you for all your guidance and support!

Lisa Hill, Catalina, AZ
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
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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