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?

 

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

Why You Need an Exit Plan

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Or to put it another way, what do you lose when you don’t plan sufficiently for the exit from your business, which is probably among the most significant financial and emotional transactions of your lifetime? Here are a few benefits to having a well designed Exit Plan: Exit Plan = Peace of Mind Who is the best successor owner of… Read More

Eight Ways to Exit Your Company

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According to Paul Simon, there are 50 ways to leave a lover. Not being as creative as Mr. Simon, we’ve only come up with eight ways for owners to leave their companies: (1) Transfer the company to a family member; (2) Sell the business to one or more key employees; (3) Sell to key employees using an Employee Stock Ownership… Read More

5 Reasons You Can’t Afford to Ignore Business Exit Planning

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Business owners engaged in business exit planning are able to react more quickly to new events. Unfortunately, owners often fly without Exit Plans, co-pilots, or maps to help them when storms force them to alter course toward their business exits. If an unanticipated event arises (such as a deterioration in the economy), they shelve their exit planning thinking (and thinking… Read More