Business Exit and Transition Planning Services

You’ve built a successful company and now you’re thinking about life after business. By planning ahead, you ensure that the business you’ve worked so hard to build will pass into capable hands and allow you to retire successfully.

Keystone Business Transitions, LLC (KBT) is dedicated to providing business owners with a customized business transition plan and the tools to facilitate a smooth ownership transfer, enabling you to achieve your financial and non-financial goals.

Why Choose Us?

 

You've built a successful company and now you're thinking about life after business. By planning ahead, you ensure that the business you've worked so hard to build will pass into capable hands and allow you to retire successfully. Keystone Business Transitions, LLC (KBT) is dedicated to providing bu

Meet Our Founder and President

Don Feldman is the founder of Keystone Business Transitions, LLC, a Lancaster, PA firm devoted to helping business owners smoothly exit their companies. He has been a CPA for over 25 years and a valuation professional for 20 years. For the last 15 years, Don’s practice has focused on succession and exit planning, including transfers of business interests to family members and key employees, as well as sales to outside buyers. Don has earned the designation Certified Exit Planner™ from the Business Enterprise Institute of Denver, Colorado.

Recent Posts

Planning vs. Procrastination

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“I never worry about action, only inaction” – Winston Churchill Churchill might very well have been the “un-procrastinator”. Although he was plagued by doubts many times in his career, he never let such doubts interfere with the need to make a decision based upon the best available information. He made his share of mistakes, but he also realized that failure… Read More

Using an Advisory Board to Help Manage an Exit Transition

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Who Needs an Advisory Board? Small businesses – say with less than 100 employees and $20 million in sales – often have trouble managing complex transactions.  Large companies have an active Board of Directors from which to receive advice, approve major decisions, and exercise a fiduciary responsibility toward the shareholders.  When the CEO of such companies is making an important… Read More

Creating Your Family-Owned Business Succession Plan

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Family-owned businesses are the lifeblood of the US economy so family-owned business succession plans are not a luxury but a necessity.  Consider the following: Over 50% of the current working population in the United States works in a small business. (Forbes, September 2013) 57% of small business owners are over the age of 50.(Guidant Financial, 2019) 43% of family business… Read More