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

Post-Mortem: 2020 Tax Planning Frenzy

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The election of Joe Biden on November 2, 2020 created one of the great tax-planning stampedes of most practitioners’ lifetimes. Biden had run on a platform of increasing capital gains rates from 20% to 40% on gains more than $1 million. He also planned to reduce the estate and gift tax exclusion from the current level of $11 million+ per… Read More

Minimizing Tax on the Sale of Your Business – Preliminary Sale to a Non-grantor Trust

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Current Situation For the last two years, whenever anyone asked me about saving taxes on the sale of a business, I had a stock piece of advice:  “Sell before the end of 2020”.  We are living in a historically low tax environment in which we are also experiencing record government budget deficits.    Even before the pandemic and the multiple trillion-dollar… Read More

Business Continuity Planning During the Pandemic

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In addition to the uncertainties that business owners typically grapple with, 2020 has brought us the pandemic.  What are the consequences for business continuity planning? Business continuity planning is particularly important for sole-owner businesses with fewer than one hundred employees.  In such a business, if the owner becomes disabled or dies, there is a danger that some employees will fear… Read More