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
Full price

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

Walter R. CMA, Calgary, Alberta
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 Fantastic Broker

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

Andrew B. CPA, York, Maine
Practice Owner from Dallas...

"I recommend Accounting Practice Sales to anyone selling their practice. Before we knew about APS, we tried to sell our business ourselves and weren't successful. That actually turned out to be a good...

Eric M., CPA, Dallas, Texas
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
Small Practice

"I am sure this sale is one of the smaller transactions in your practice, but I just wanted to say thank you anyway. Without your assistance I probably would not have had the success that we have...

Donald Y., LPA, EA, Kalona, Iowa
Perfect Buyer Found in Ohio

"Excellent experience... I was amazed at the response we got in a short time and found a perfect buyer."

Richard J., North Lima, Ohio
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
Full price

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

Walter R. CMA, Calgary, Alberta
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 Fantastic Broker

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

Andrew B. CPA, York, Maine
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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