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FPA Owner Transitions

What you need to know for business succession planning.

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business

Non-Qualified Deferred Compensation Plans

April 14, 2026March 30, 2026 Charles Kedra

Non-Qualified Deferred Compensation (NQDC) plans incentivize key employees with flexible, performance-based rewards. They are unfunded, discriminatory, and tailored for high-impact individuals crucial for organizational success.

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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.

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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.

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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

  • Business Ownership Isn’t What It Used to Be
  • Non-Qualified Deferred Compensation Plans
  • Stuck in Neutral
  • The Importance of Purpose After Selling a Business

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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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