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
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
All Cash!

"Working with Wade and Gary made the sale of my practice much easier. They were able to bring me various buyers with good offers on my practice. I ended up selling for all cash and I was also able to sell...

Darwin M., CPA, Pearland, Texas
Educated in Texas

"Besides giving me an education and handling details I had not anticipated Gary provided numerous qualified buyers, most of whom met my parameters. I can't think of anything more he could have done."

Richard B., CPA Houston, 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
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
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
Sell With Professional Help

"The experience was very positive, and I felt confident at each step of the process. I can't imagine selling without professional help."

Betty F., Chapel Hill, North Carolina
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
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
All Cash!

"Working with Wade and Gary made the sale of my practice much easier. They were able to bring me various buyers with good offers on my practice. I ended up selling for all cash and I was also able to sell...

Darwin M., CPA, Pearland, Texas
Educated in Texas

"Besides giving me an education and handling details I had not anticipated Gary provided numerous qualified buyers, most of whom met my parameters. I can't think of anything more he could have done."

Richard B., CPA Houston, Texas
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