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

Using SBA Financing to Buy a Business or Sell to Key Employees

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Financing guaranteed by the Small Business Administration is widely misunderstood – and thereby underutilized – by business owners.  In 2016 the SBA 7(a) program was authorized for $26.5 billion but only $24.5 billion was actually deployed.    The definition of “Small Business” for these purposes includes companies with as many as 1,000 employees in many industries. We will focus here on… Read More

Tax Planning as Your Prepare to Sell Your Business

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Many business owners who want to sell their businesses have not engaged in tax planning prior to the sale.  We will briefly discuss both sales to third-parties and sales to insiders – i.e. key employees or family members. Sales to Third-Parties There are two basic forms of the transaction – a sale of the stock or a sale of the… Read More

Exit Planning for Owners of Smaller* Businesses: The Fork in the Road

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*( Less than 50 employees and less than $5M in sales) Owners are caught up in day-to-day business planning and unless there is a crisis spend their time focusing on new sales, customer relations, and managing operations.   Sometimes, the first business “crisis” these owners face is when they contemplate life after business.   Then a flood of questions arises – How can I… Read More