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FPA Owner Transitions

FPA Owner Transitions

What you need to know for business succession planning.

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Exit Planning

The Journey Begins

September 5, 2018September 5, 2018 Charles Kedra
business, Exit Planning

Selling Your Business to Family

February 3, 2026January 5, 2026 Charles Kedra

Selling a family business involves balancing fair values with affordability. Clear communication and thoughtful governance are vital for a successful transition, preserving legacy and ensuring harmonious family relationships.

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business, Exit Planning

Selling Your Business to a Strategic Buyer

January 27, 2026January 5, 2026 Charles Kedra

Strategic buyers seek acquisitions to enhance operations and gain competitive advantages, often offering higher valuations. However, integration can alter company culture, necessitating careful consideration from business owners.

Tagged #continuityplanning, Chuckkedra, fpawealthmgmt, Selling Your Business, small-businessLeave a comment
business

Quality of Earnings and Technology Costs

January 20, 2026January 5, 2026 Charles Kedra

Quality of Earnings audits emphasize the significance of assessing true technology costs through employee productivity. Deferred technology can inflate company expenses, affecting valuations. Investing in updated hardware and software ensures efficiency while avoiding costly indirect expenses and enhances enterprise value.

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business, Exit Planning

Selling Your Business to a Private Equity Buyer

January 13, 2026January 5, 2026 Charles Kedra

Selling to private equity offers liquidity and growth, allowing owners to retain some ownership while improving company value. However, it requires preparation, understanding new dynamics, and active involvement for successful outcomes.

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business, Exit Planning

Selling Your Business to an ESOP

January 6, 2026January 5, 2026 Charles Kedra

An Employee Stock Ownership Plan (ESOP) allows business owners to sell to employees gradually, preserving culture and legacy. While beneficial for tax efficiency, ESOPs demand complex ongoing administration and suitability criteria.

Tagged #continuityplanning, chuckledra, fpawealthmgmt, Selling Your Business to Employees, small-businessLeave a comment

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About the Author: Chuck Kedra

Hours & Info

300 Willowbrook Lane, Suite 315, West Chester, PA 19382
610-627-5566
Monday - Friday 8:30 AM - 5:00 PM

Recent Posts

  • Selling Your Business to Family
  • Selling Your Business to a Strategic Buyer
  • Quality of Earnings and Technology Costs
  • Selling Your Business to a Private Equity Buyer

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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and FPA Wealth Management are separate entities.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, CA, DE, FL, IL, MA, MD, MN, NC, NJ, OH, PA, SC, TX, UT, VA.

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