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

Procrastination

 |  Category:

I must confess that I am a bit of a procrastinator when it comes to writing my monthly feature articles for Business2Business Magazines.  It appears that I am not the only one with this characteristic. My clients think about leaving their businesses all the time, but procrastinate about actually doing something to prepare for that exit.  My clients are hard-working,… Read More

Sale to an ESOP vs Sale to Key Employee Group

 |  Category:

Business owners often have a sense of gratitude towards their employees – they understand that they couldn’t have built their business without those employees and want to see them have the opportunity to run the business and enjoy the fruits of ownership.  Over 50% of my clients express an initial desire to sell to employees if the key employee group… Read More

The IRS War on Family Businesses It’s déjà vu all over again

 |  Category:

Every once in a while, the IRS attempts to achieve large results without the benefit of legislation. Such a time is now, and the IRS has in its sights family business transfers. By far the greatest source of wealth in this country is business ownership. Bill Gates, Steve Wozniak, Warren Buffet, Ross Perot, Elon Musk, Michael Bloomberg, and Mark Zuckerberg… Read More