04/17/2026
Congratulations on making it through another tax season.
Now is the time to consider what comes next. Are you looking to grow your practice, or is it time to slow down, merge, or sell? Whatever your goals are, Prime Accounting Transitions is here to guide you. With over 20 years of experience and hundreds of successful transactions, our owner, Allan Schleider, and our team provide expert, hands-on support through every stage of the process.
We offer a confidential, no-obligation evaluation to help you understand your options and position yourself for the future.
How We Support Sellers
We begin by developing a clear understanding of your goals. Whether you want to remain involved in the practice or fully transition out, we tailor the process to your needs.
We establish a fair market value designed to attract qualified, serious buyers—without overwhelming you. If retaining your staff is important, we prioritize that as well.
Our team prepares a confidential Seller Profile and detailed Fact Sheet outlining key financial and operational information, all without revealing your identity. You review and approve all materials before they are shared.
Every buyer is carefully screened for financial capability and fit. You control who you meet, and your identity remains confidential until you are ready to move forward. We are available to meet in person or via video—whichever you prefer—and we proceed only when you are fully comfortable.
How We Support Buyers
We guide you through every step of acquiring a practice. From identifying the right opportunities to understanding financial requirements, we ensure you are well-prepared.
In most cases, there is no financial commitment until a transaction closes. We also assist in connecting you with financing partners and help you evaluate what type of practice best aligns with your goals.
Letter of Intent (LOI)
Once both parties agree to move forward, we assist in structuring and drafting the Letter of Intent to ensure clarity and alignment before signing.
Due Diligence
After the LOI is executed, we coordinate a streamlined due diligence process. We provide a checklist, facilitate communication between both parties, and typically consolidate this phase into a single, efficient meeting.
Purchase Agreement
We work with both buyer and seller to draft the initial agreement and review it together alongside our attorney. After addressing any concerns, the agreement proceeds to each party’s legal counsel for final review.
Transition and Closing
As closing approaches, we help develop a structured transition plan to ensure continuity for clients and staff. Our support begins before closing and continues afterward to help ensure a smooth and successful transition.
Every practice—and every owner—has a unique story and set of goals. Let’s talk about yours. With deep experience and a proven track record, Prime Accounting Transitions is ready to guide you every step of the way.
Contact us today for a confidential conversation and a free evaluation, and take the first step toward your next chapter.
