Skip to content
FPA Owner Transitions

FPA Owner Transitions

What you need to know for business succession planning.

  • Home
  • Contact
  • Posts

Category: Exit Planning

Exit Planning

Quote of the Day

October 1, 2018 Charles Kedra

"Begin with the End in Mind." - Stephen Covey

Leave a comment
Exit Planning

Begin with the End in Mind

September 28, 2018 Charles Kedra

Author Stephen Covey coined the phrase “begin with the end in mind” in his book, “The Seven Habits of Highly Effective People”.  This approach is critically important when it comes to planning for a business transition. Every owner must acknowledge that their transition plan is a three-legged stool – the business leg, the financial leg… Continue reading Begin with the End in Mind

Leave a comment
Exit Planning

Quote of the Day

September 19, 2018 Charles Kedra

"What you get by achieving your goals is not as important as what you become by achieving your goals." - Zig Ziglar

Leave a comment
Exit Planning

It’s Not Just Your Business, It’s Your Life

September 17, 2018 Charles Kedra

If you are like most small business owners, your business means everything to you.  You’ve spent your life working hard to make it successful.  That is why it’s vital to plan ahead for your eventual transition out of the business so that is successful as well. In 2016, the first baby boomers turned age 70. … Continue reading It’s Not Just Your Business, It’s Your Life

Leave a comment
Exit Planning

The Journey Begins

September 5, 2018September 5, 2018 Charles Kedra

Thanks for joining me! Good company in a journey makes the way seem shorter. — Izaak Walton

Tagged featuredLeave a comment

Posts navigation

Newer posts

Visit Our Website!

https://www.fpawealthmgmt.com/Click here to visit our website

FINRA BrokerCheck

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Like Us on Facebook

https://www.facebook.com/FPAWealthManagementClick here to visit our Facebook page

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

  • Why Due Diligence Matters in M&A
  • Wealth Insight: M&A as a Growth Strategy for Business Owners
  • Wealth Insight: Understanding EBITDA vs. SDE
  • Business Ownership Isn’t What It Used to Be

Archives

Disclosures

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.

Blog at WordPress.com.
  • Subscribe Subscribed
    • FPA Owner Transitions
    • Already have a WordPress.com account? Log in now.
    • FPA Owner Transitions
    • Subscribe Subscribed
    • Sign up
    • Log in
    • Report this content
    • View site in Reader
    • Manage subscriptions
    • Collapse this bar

Loading Comments...