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

Business Continuity for Sole Owner Businesses

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Businesses with a sole owner range from the local pizzeria to multi-billion dollar enterprises.  What will happen to the business in the event of the premature death or disability of the owner? In the case of very small businesses which are wholly dependent on the efforts of the owner, the answer is the business will close.  In the case of… Read More

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