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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

Exiting Your Business Happily Requires a Personal Vision

February 17, 2026February 5, 2026 Charles Kedra

Nearly 75% of business owners regret selling within a year, primarily due to a lack of personal vision for post-exit life. A well-defined personal plan can lead to fulfillment and a smoother transition, emphasizing the importance of thoughtful preparation for life after business.

Tagged Chuckkedra, Selling Your Business, small-businessLeave a comment
business, Exit Planning

When Is the Right Time to Start Planning Your Business Exit?

February 10, 2026January 12, 2026 Charles Kedra

Every business owner will eventually exit their business. Successful exits require intentional planning and time, including creating a strategy, closing value gaps, tax planning, and structured ownership transfer.

Tagged business, Chuckkedra, fpawealthmanagement, Selling Your BusinessLeave a comment
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.

Tagged #continuityplanningLeave a comment

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About the Author: Chuck Kedra

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

Recent Posts

  • Exiting Your Business Happily Requires a Personal Vision
  • When Is the Right Time to Start Planning Your Business Exit?
  • Selling Your Business to Family
  • Selling Your Business to a Strategic 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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