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?

 

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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 an Advisory Board to Help Manage an Exit Transition

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Who Needs an Advisory Board? Small businesses – say with less than 100 employees and $20 million in sales – often have trouble managing complex transactions.  Large companies have an active Board of Directors from which to receive advice, approve major decisions, and exercise a fiduciary responsibility toward the shareholders.  When the CEO of such companies is making an important… Read More

Creating Your Family-Owned Business Succession Plan

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Family-owned businesses are the lifeblood of the US economy so family-owned business succession plans are not a luxury but a necessity.  Consider the following: Over 50% of the current working population in the United States works in a small business. (Forbes, September 2013) 57% of small business owners are over the age of 50.(Guidant Financial, 2019) 43% of family business… Read More

Getting Ready to Sell Your Business – 4 Steps to Maximize Business Value

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You have spent blood, sweat, tears (not to mention time, money and sleepless nights) in building your business and now you are looking to cash out. How can you maximize the value of your business in the eyes of a buyer? Preparation. Make sure you understand the current market conditions in the industry and who are the active buyers.  What… Read More