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
Thank You

“My daughter, who was the CPA, was experiencing severe health challenges and was no longer able to operate her practice.  We were in the middle of packing up and closing her office by month end when we...

Janie Hanson- Brea, CA
Total Professionals

"Thank you very much for your valuable assistance in selling my tax practice. You and your firm are total professionals and were very instrumental in achieving my goal of not only selling my practice but also finding a suitable buyer"

Elizondo, Montebello, CA
Outstanding Experience

"Working with APS was an outstanding experience from start to finish. Their team was professional, efficient, and always available to guide me through every step of the process with care and attention to...

Van Dichoso, Beverly Hills, CA
Closed in Less Than 2 Weeks

"I thought it was overstated that she could possibly sell in a month.  She brought me a full price cash buyer and closed in less than 2 weeks from listing."

Gabriel M., Abilene, 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
Helped Me Comply

“Lori treated me fairly and helped me comply with bank, seller, and SBA requirements"

William S. CPA, Collierville, Tennessee
A Fantastic Broker

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

Andrew B. CPA, York, Maine
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
Thank You

“My daughter, who was the CPA, was experiencing severe health challenges and was no longer able to operate her practice.  We were in the middle of packing up and closing her office by month end when we...

Janie Hanson- Brea, CA
Total Professionals

"Thank you very much for your valuable assistance in selling my tax practice. You and your firm are total professionals and were very instrumental in achieving my goal of not only selling my practice but also finding a suitable buyer"

Elizondo, Montebello, CA
Outstanding Experience

"Working with APS was an outstanding experience from start to finish. Their team was professional, efficient, and always available to guide me through every step of the process with care and attention to...

Van Dichoso, Beverly Hills, CA
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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