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NewsletterEricha Eberhart

Keystone Business Brokers-Excellence in Exit Planning

business-scene-top-view

Keystone Business Brokers-Excellence in Exit Planning

Why the Best Exits Start Before You’re Ready to Sell
Here’s what we’re seeing in the market.

Private equity may have slowed its pace, but the money’s still there. Buyers are sitting on capital, and they’re eager to put it to work in companies that are well run, scalable, and not tied to the owner’s day-to-day involvement.

At the same time, the recent changes to Qualified Small Business Stock have made the tax side of selling far more attractive. If your company’s a C corporation and meets the requirements, a stock sale could potentially be tax free after five years. That’s not a loophole. That’s law.

business-scene-top-view

Keystone Business Brokers-Excellence in Exit Planning

Why the Best Exits Start Before You’re Ready to Sell
Here’s what we’re seeing in the market.​

Private equity may have slowed its pace, but the money’s still there. Buyers are sitting on capital, and they’re eager to put it to work in companies that are well run, scalable, and not tied to the owner’s day-to-day involvement.

 

At the same time, the recent changes to Qualified Small Business Stock have made the tax side of selling far more attractive. If your company’s a C corporation and meets the requirements, a stock sale could potentially be tax free after five years. That’s not a loophole. That’s law.

Business Owners

For business owners, this creates a unique window of opportunity. The most successful sellers are the ones who get their house in order. They make sure their financials are clean, their operations run smoothly, and the business can thrive without them in the driver’s seat. They’re also mindful of timing, because how long you’ve held your stock can mean the difference between writing a massive check to the IRS or keeping millions in your pocket. Just as important, they step into the shoes of a buyer. Private equity firms are chasing platform companies with strong cash flow, while smaller firms are often treated as bolt-ons. Where you land depends on how you position your company today.

This is where the market headlines and the tax code intersect.

You’ve got buyers with cash, owners preparing to exit, and a tax environment that rewards those who plan ahead. Connect those dots and you don’t just put your business up for sale, you put yourself in control of the process.

Selling a business has always been part numbers and part story. Right now it’s also about structure and timing. Get that right, and you don’t just sell your company. You capture the full value of what you’ve built.

Our team’s here to help you explore your options and answer questions along the way. If you’re considering a future exit, reach out and start the conversation. Don’t hesitate, we’re always available to hop on a quick call. No pressure, no obligation, just straightforward insight from a trusted partner.

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NewsletterEricha Eberhart

Keystone CPAs- A Better Way to CPA – Unlocking the Power of Qualified Small Business Stock

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Keystone CPAs- A Better Way to CPA

Unlocking the Power of Qualified Small Business Stock
One of the most overlooked parts of the tax code just got a major boost.

If you own or invest in a qualified small business, Section 1202 stock may be one of the most powerful wealth-building tools you’ll ever use.

Here’s the update: under the new law, if you acquire Qualified Small Business Stock (QSBS) after the date of enactment and hold it at least four years, you can exclude 75% of the gain from federal income tax when you sell. Hold it five years or longer and that exclusion rises to 100%.

hairdresser-getting-ready-their-clients

Keystone CPAs- A Better Way to CPA

Unlocking the Power of Qualified Small Business Stock
One of the most overlooked parts of the tax code just got a major boost.​

If you own or invest in a qualified small business, Section 1202 stock may be one of the most powerful wealth-building tools you’ll ever use.

 

Here’s the update: under the new law, if you acquire Qualified Small Business Stock (QSBS) after the date of enactment and hold it at least four years, you can exclude 75% of the gain from federal income tax when you sell. Hold it five years or longer and that exclusion rises to 100%.

Picture this.

You invest $1 million into a qualifying company and later sell for $5 million. Your $4 million gain could be entirely tax-free. There are very few opportunities in the tax code that are generous.

 

Who should be paying attention? Entrepreneurs planning a future exit. Investors backing high-growth companies. Business owners weighing the advantages of a C corporation structure. For each, these rules could reshape long-term planning.

 

Of course, details matter.

The company must be a C corporation. It must meet specific active business requirements. There are limits on how much gain you can exclude, and not every state follows the federal treatment. This isn’t a broad-brush strategy. It’s a precision tool, and in the right situation, it’s a game changer.

 

This is where proactive planning makes all the difference. It’s not just about filing a return. It’s about spotting opportunities others miss, connecting business and personal goals, and making decisions that keep more wealth in your pocket.

My team and I are here to help you think through opportunities like this. If you have questions, don’t hesitate to set up a quick call.

NewsletterKeystone CPA

Keystone Wealth Advisors Tariffs, Costs, and Tax Planning

Tariffs, Costs, and Tax Planning
Trump’s tariffs continue to reshape the cost landscape for U.S. businesses. Higher import costs on steel, aluminum, electronics, and auto parts are hitting the manufacturing, construction, and automotive industries the hardest. Increasing supply costs and mounting labor pressures are also affecting restaurants, hospitality, and retail businesses. For companies dealing with these increased costs, the impact is more than operational; it directly affects tax planning and strategy.

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Why Now Is a Critical Time to Understand Your Business Value The same pressures hitting your P&L’s, like tariffs, increased costs, and shifting interest rates, are also shaping what your business is worth. Understanding that value isn’t just about selling. It’s about planning, protecting your family, and knowing what you can do in an emergency or unexpected event.
NewsletterKeystone CPA

Keystone Business Brokers- Why Now Is a Critical Time to Understand Your Business Value

Why Now Is a Critical Time to Understand Your Business Value The same pressures hitting your P&L’s, like tariffs, increased costs, and shifting interest rates, are also shaping what your business is worth. Understanding that value isn’t just about selling. It’s about planning, protecting your family, and knowing what you can do in an emergency or unexpected event.

Keystone Business Brokers

Excellence in Exit Planning

Why Now Is a Critical Time to Understand Your Business Value

The same pressures hitting your P&L’s, like tariffs, increased costs, and shifting interest rates, are also shaping what your business is worth. Understanding that value isn’t just about selling. It’s about planning, protecting your family, and knowing what you can do in an emergency or unexpected event.

Why Now Is a Critical Time to Understand Your Business Value The same pressures hitting your P&L’s, like tariffs, increased costs, and shifting interest rates, are also shaping what your business is worth. Understanding that value isn’t just about selling. It’s about planning, protecting your family, and knowing what you can do in an emergency or unexpected event.

Keystone Business Brokers

Excellence in Exit Planning
Why Now Is a Critical Time to Understand Your Business Value

The same pressures hitting your P&L’s, like tariffs, increased costs, and shifting interest rates, are also shaping what your business is worth. Understanding that value isn’t just about selling. It’s about planning, protecting your family, and knowing what you can do in an emergency or unexpected event.

Value isn’t just revenue or profit.

Buyers look at stability, growth potential, and risk. If most of your revenue comes from a handful of customers or one key supplier, that’s a red flag. Steady cash flow, recurring revenue, strong leadership, and documented processes are what drive value up.

Even if you’re not planning to sell, knowing your number gives you an edge.

It shows where to tighten things up, whether that’s diversifying suppliers, locking in better terms, or building stronger customer relationships. Markets matter too. Some industries are seeing supply chain bottlenecks lower valuations, while others with stable inputs are attracting more buyer interest. The smart move is knowing where you stand so you can act before the market forces your hand.

Tracking your business value also links directly to your personal financial picture.

The stronger your business, the more options you have for retirement, succession planning, or even strategic investing. Understanding value today helps you make smarter moves for both your company and your personal wealth tomorrow.

Partner with Keystone for Your Wealth Journey

The businesses that thrive in uncertain times are the ones that pay attention to how today’s moves will impact tomorrow’s value. They make adjustments thatset them up for a bigger payday, whether that’s next year or ten years from now. Speaking of valuations… Please take our Exit Readiness assessment.  It takes a couple minutes, and we are curious what you think of the output.  Please give us your candid feedback.   www.keystoneexitpartners.com

NewsletterKeystone CPA

Why Paying Your Taxes Online Is Smarter Than Mailing a Check

Why Paying Your Taxes Online Is Smarter Than Mailing a Check
When it comes time to pay the IRS, the method you choose matters. While it may feel traditional to drop a check in the mail, today’s reality is that both the IRS and the U.S. Postal Service lose significant amounts of mail every year. That makes mailing a tax payment riskier than most people realize. The IRS offers secure, easy-to-use electronic payment systems such as IRS Direct Pay (visit ww.irs.gov) and the Electronic Federal Tax Payment System (EFTPS). These platforms:

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NewsletterKeystone CPA

Keystone CPAs- A Better Way to CPA

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Keystone CPAs-

A Better Way to CPA
Market Highs Are Great But Are You Ready for the Tax Impact?
The stock market has been booming, pushing portfolios and business values to record levels. While this growth is great for your financial position, it can also mean increased tax liabilities if left unplanned.
 
If your investments or business assets have grown, it’s important to understand how capital gains, asset appreciation, and other market-driven income events could affect your 2025 taxes. Even better, there are steps you can take now before year-end to reduce your tax burden and keep more of what you have earned.
stock-market-data-chart-analysis-by-computer-software

Keystone CPAs-

A Better Way to CPA
Market Highs Are Great But Are You Ready for the Tax Impact?
The stock market has been booming, pushing portfolios and business values to record levels. While this growth is great for your financial position, it can also mean increased tax liabilities if left unplanned.
 
If your investments or business assets have grown, it’s important to understand how capital gains, asset appreciation, and other market-driven income events could affect your 2025 taxes. Even better, there are steps you can take now before year-end to reduce your tax burden and keep more of what you have earned.

Where Gains Can Trigger Taxes

Many clients are seeing growth in areas like:

  • Brokerage accounts and equities

  • Restricted stock units (RSUs) and incentive stock options (ISOs)

  • Cryptocurrency holdings

  • Business interests or passive investments

  • Brokerage accounts and equities

  • Restricted stock units (RSUs) and incentive stock options (ISOs)

  • Cryptocurrency holdings

  • Business interests or passive investments

When you sell appreciated assets, you will likely owe capital gains tax, up to 20 percent federally, plus a 3.8 percent Net Investment Income Tax (NIIT) and any state taxes. But watch out, even if you don’t sell, some events can still trigger taxable income, such as:

  • Capital gains distributions from funds or brokerage accounts

  • RSU vesting or ISO exercises

  • Liquidity events or partial buyouts of business interests

Failing to plan for these can lead to surprises during tax season.

What You Can Do Before Year-End

The good news is you still have time to take action and reduce your tax liability:
  • Offset gains by selling other investments at a loss (tax-loss harvesting)

  • Donate appreciated assets directly to charity or donor-advised funds to avoid capital gains tax and get a deduction

  • Shift income or deductions depending on your expected 2025 tax bracket

  • Explore installment sales or long-term exit planning for your business

  • Take advantage of the Qualified Small Business Stock (QSBS) exclusion if you qualify
Each of these strategies has specific rules, so it’s important to work with your Keystone CPA to make the best plan for your unique situation.

Don’t Forget About Estimated Taxes

Big gains or spikes in income can throw off your quarterly estimated tax payments. Even if you plan to pay your full tax bill by April, the IRS may charge penalties if your estimates are too low during the year.


Make sure your estimated payments are on track to avoid unexpected penalties.

Why Now Is the Time to Act

Waiting until tax season is risky. A year-end review now helps you:
  • Identify potential tax triggers

  • Put strategies in place before it is too late

  • Avoid IRS penalties for underpayment

  • Align your tax approach with your financial goals

Let’s Make a Plan

If recent market activity or business growth has changed your financial picture, now is a good time to review your tax situation.
Our team can help you identify opportunities and develop a plan to manage your tax exposure effectively.
Schedule time to talk with someone from our team to discuss your year-end tax planning.
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NewsletterKeystone CPA

Keystone Wealth Advisors: Excellence in Exit Planning

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Keystone Wealth Advisors

Excellence in Exit Planning
Riding the Rally: What Market Highs Mean for Your Wealth Strategy
The markets have been on a roll lately. The S&P 500 has reached new highs, and investors are feeling optimistic. This rally is driven by strong corporate earnings, a Federal Reserve that has paused interest rate hikes, and a steady economic backdrop.

While it is great to see your portfolio climb, market highs are the perfect time to pause and review your wealth strategy carefully.

Why? Because market rallies often bring increased volatility and shifts in risk that can quietly change the balance of your investments without you even realizing it. Taking time now to assess your portfolio and tax situation can help protect gains and position you for long-term success.
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Keystone Wealth Advisors

Excellence in Exit Planning
Riding the Rally: What Market Highs Mean for Your Wealth Strategy
The markets have been on a roll lately. The S&P 500 has reached new highs, and investors are feeling optimistic. This rally is driven by strong corporate earnings, a Federal Reserve that has paused interest rate hikes, and a steady economic backdrop.

While it is great to see your portfolio climb, market highs are the perfect time to pause and review your wealth strategy carefully.

Why? Because market rallies often bring increased volatility and shifts in risk that can quietly change the balance of your investments without you even realizing it. Taking time now to assess your portfolio and tax situation can help protect gains and position you for long-term success.

The Impact of Market Shifts on Your Portfolio

Market dynamics can cause certain sectors or asset classes to outperform others, which can tilt your portfolio away from your intended risk profile. For example, over the past month, technology stocks outpaced energy by nearly 10 percent. If your portfolio was heavily weighted in tech, that shift may have pushed you into a riskier position than you intended.
Suddenly, your portfolio that once felt balanced now looks more concentrated and potentially vulnerable to market swings. This is why regular portfolio rebalancing is crucial.

Tax Implications: Timing Matters

Another factor to consider in a rising market is taxes. Selling investments without a plan can trigger unexpected tax bills that reduce your net gains. Strategic tax planning, such as harvesting losses to offset gains or timing sales based on your income bracket, can make a significant difference in how much you keep.
Your tax situation is closely tied to your investment decisions, which is why coordinating with your advisor on timing is key to maximizing after-tax returns.

Practical Steps to Take When Markets Are High

  • Rebalance Your Portfolio:

    As certain investments outperform, your asset allocation changes. Rebalancing restores your portfolio to your target mix, keeping your risk aligned with your goals.

  • Lock in Gains Thoughtfully:

    Taking profits on top-performing assets can help protect your portfolio from sudden market downturns. Rather than moving entirely to cash, consider reallocating to diversified opportunities that continue to support growth.

  • Plan for Taxes:

    Collaborate with your advisor to identify opportunities to manage your tax exposure through strategies like loss harvesting, installment sales, or charitable giving.

  • Review Your Financial Goals:

    Market conditions can sometimes tempt investors to deviate from their long-term plans. Staying focused on your personal goals, risk tolerance, and time horizon is essential to sustained wealth growth.

  • Rebalance Your Portfolio:

    As certain investments outperform, your asset allocation changes. Rebalancing restores your portfolio to your target mix, keeping your risk aligned with your goals.

  • Lock in Gains Thoughtfully:

    Taking profits on top-performing assets can help protect your portfolio from sudden market downturns. Rather than moving entirely to cash, consider reallocating to diversified opportunities that continue to support growth.

  • Plan for Taxes:

    Collaborate with your advisor to identify opportunities to manage your tax exposure through strategies like loss harvesting, installment sales, or charitable giving.

  • Review Your Financial Goals:

    Market conditions can sometimes tempt investors to deviate from their long-term plans. Staying focused on your personal goals, risk tolerance, and time horizon is essential to sustained wealth growth.

Why a Holistic, Integrated Approach Matters

At Keystone, we recognize that your wealth is more than your investments. It includes your business interests, tax strategies, family goals, and legacy plans. These elements are deeply interconnected and must be managed as a whole.

That is why our wealth advisors work closely with Keystone CPAs and Business Brokers. This integrated collaboration ensures your tax strategies inform your investment decisions, your business planning supports your wealth goals, and all aspects of your financial life are aligned.

This approach creates clarity, streamlines decision-making, and often uncovers opportunities that might be missed with a fragmented approach.

Partner with Keystone for Your Wealth Journey

Navigating the current market rallies and economic changes can raise important questions about your wealth strategy. At Keystone Wealth Advisors, we are here to help you gain clarity and confidence through every stage, whether you are managing volatility, planning business transitions, or preparing for what is next.

If you want to understand how recent market movements might affect your portfolio or long-term goals, our experts are ready to help you explore your options and make informed decisions tailored to your unique situation.
Women business owner
NewsletterKeystone CPA

Keystone Business Brokers – Helping Business Owners Begin with the End in Mind

Women business owner

Keystone Business Brokers

Helping Business Owners Begin with the End in Mind
Stock Market Highs Are Driving Stronger Business Valuations For Now
The stock market is near all-time highs, and it’s not just public investors seeing gains. For private business owners, this momentum often leads to higher valuations, especially for companies in growth-focused or recession-resistant industries.
Strong market performance boosts buyer confidence and creates favorable conditions for sellers. However, the business sale process is complex and timing is critical. What feels like a seller’s market today can shift rapidly due to economic, political, or industry-specific changes.
Women business owner

Keystone Business Brokers

Helping Business Owners Begin with the End in Mind
Stock Market Highs Are Driving Stronger Business Valuations For Now
The stock market is near all-time highs, and it’s not just public investors seeing gains. For private business owners, this momentum often leads to higher valuations, especially for companies in growth-focused or recession-resistant industries.
Strong market performance boosts buyer confidence and creates favorable conditions for sellers. However, the business sale process is complex and timing is critical. What feels like a seller’s market today can shift rapidly due to economic, political, or industry-specific changes.

How Public Markets Impact Private Business Valuations

Private business valuations are often influenced by the performance of comparable public companies. When equity markets rise, several factors contribute to stronger valuations:

  • Public companies set pricing benchmarks that private market buyers use as reference points.

  • Buyers usually have more confidence and access to capital, increasing demand.

  • Lenders become more willing to finance transactions at higher multiples, lowering barriers to deals.

  • Strategic and financial buyers compete aggressively, sometimes pushing prices higher.

  • Public companies set pricing benchmarks that private market buyers use as reference points.

  • Buyers usually have more confidence and access to capital, increasing demand.

  • Lenders become more willing to finance transactions at higher multiples, lowering barriers to deals.

  • Strategic and financial buyers compete aggressively, sometimes pushing prices higher.

This environment can create unique opportunities for business owners, especially those who’ve been considering an exit or ownership transition.

Understanding the Numbers Behind Valuations

To put this into perspective, consider a business producing $2.5 million in EBITDA. At a four times multiple, that values the enterprise at $10 million. However, if market uncertainty increases or tax strategies like the PTE election reduce reported EBITDA, that same business might be valued at $9.4 million or less.
 
While a six to nine percent decrease might seem modest, it can translate to hundreds of thousands of dollars in lost value, an amount that could significantly impact retirement plans, reinvestment opportunities, or legacy goals.

This Window of Opportunity Won't Stay Open Forever

Market conditions fluctuate with factors like interest rate changes, tax policy updates, geopolitical developments, and shifts in investor sentiment. These elements all influence how much buyers are willing to pay and the speed at which transactions close.
 
We’ve seen sellers lose valuable negotiating leverage by waiting even six months too long. When the market softens, deals can stall, buyers may hesitate, and valuations tend to decline, reducing the potential proceeds from a sale.

What Business Owners Should Do Now

Whether you plan to sell soon or simply want to assess your current market position, now’s the time to take proactive steps:

  • Obtain a professional business valuation to understand your company’s worth in today’s market.
  • Identify key value drivers and potential obstacles that could affect deal outcomes.

  • Review your tax strategy carefully to see how it impacts EBITDA and buyer perception.

  • Prepare financial statements, operations, and management practices to withstand buyer scrutiny.

  • Coordinate with your CPA and wealth advisor to develop a pre-sale plan that aligns with your long-term financial goals.
Taking these steps early can help you maximize value, minimize surprises, and approach the sale process with confidence.

Be Informed and Prepared

At Keystone Business Brokerage, we guide business owners through every step of the process, including financial, tax, and strategic matters, to help you make informed decisions and achieve the best outcome for your unique situation.
If you want to better understand your business’s current value and explore options that fit your goals, connect with Brian and our team at KeystoneExitPartners. We’re here to provide clarity and support as you plan your next move.
Keystone CPA: Asset Protection: A Pillar of Smart Wealth Planning
NewsletterChris Meredith

Boost Value, Protect Wealth, and Prep for June 15

Asset Protection:

A Pillar of Smart Wealth Planning

Keystone Wealth Advisors, LLC

Wealth isn’t just about growth—it’s about protection. At Keystone Wealth Advisors, asset protection is a core component of our financial planning process. It’s not just for the ultra-wealthy; it’s essential for anyone building long-term security.

Keystone CPA: Asset Protection: A Pillar of Smart Wealth Planning

Asset protection involves strategic planning to safeguard your wealth from lawsuits, creditors, or unforeseen liabilities. This can include the use of trusts, LLCs, insurance products, and titling strategies to shield personal and business assets. When thoughtfully executed, these structures can help ensure that your wealth remains intact for retirement, estate transfer, or future investment.

As your advisors, we take a proactive approach—coordinating with legal and tax experts to implement strategies that are customized, compliant, and effective. It’s about creating a financial defense plan that supports your life goals while minimizing exposure.

In today’s litigious environment, ignoring asset protection is no longer an option. Whether you’re a business owner, real estate investor, or retiree, safeguarding what you’ve built is just as important as growing it.

Let’s talk about how asset protection fits into your comprehensive wealth strategy.  Schedule a Free Consultation with Brian Wheeler and let Keystone Wealth Advisors ensure you’re protected.

Keystone Business Brokerage

Unlocking Business Value: The 4 Intangible Capitals

When it comes to selling a business, many owners assume that hard assets like equipment, inventory, or real estate drive valuation. While those tangible elements do matter, it’s often the intangible capitals that significantly influence a business’s worth—and the price buyers are willing to pay.

At Keystone Business Brokerage, we emphasize the Four Intangible Capitals every owner should understand:

 

    1. Human Capital – This includes your team’s skills, leadership quality, and company culture. A talented, loyal workforce adds substantial value.
    2. Structural Capital – Your internal systems, processes, and documented procedures contribute to a business that can thrive without its owner. This “transferable infrastructure” is gold for buyers.
    3. Customer Capital – Strong client relationships, retention rates, and contract quality increase stability and predictability—two things every buyer loves.
    4. Social Capital – Your brand reputation, online presence, and community goodwill affect how the market perceives your company.

Each of these capitals not only adds layers of value but also reduces perceived risk—leading to stronger offers and smoother negotiations. If you’re considering an exit in the next 1–5 years, start building these intangibles now.

Let us help you understand your business’s true value and how to enhance it.

Pass-Through Entity Tax:

June 15 Deadline & Strategic Benefits

If you own a pass-through entity—such as an S Corporation or partnership—mark your calendar: June 15 is the next major due date for estimated Pass-Through Entity Tax (PTET) payments in many states. This often-overlooked deadline could have a meaningful impact on your 2025 tax planning and overall savings.

The PTET is a state-level workaround to the federal $10,000 cap on state and local tax (SALT) deductions. By allowing the business itself to pay state income tax at the entity level, owners can effectively bypass the SALT cap, resulting in a larger federal deduction—and often, a significantly lower total tax liability.

 

This strategy has been adopted by over 30 states, each with slightly different rules, elections, and payment schedules. But the core benefit remains the same: pass-through businesses can shift tax burden from the individual to the entity, creating a valuable deduction on the federal return without changing overall economics.

 

To take full advantage, business owners need to stay ahead of estimated payment deadlines- especially the June 15 date that applies in most participating states. Failing to act could mean missing out on this year’s deduction opportunity.

 

Not sure if your entity qualifies or how to make the election? Our tax professionals are here to guide you through the process and ensure your business maximizes every available benefit. Make sure all your bases are covered—schedule a quick call with our tax team before June 15 to stay compliant and maximize your deduction.

Want to Learn the Secrets

to Business Success?

Looking for practical insights to help your business thrive in today’s rapidly changing market? Tune in to Bosma on Business every Saturday at 10 AM PST on News Talk 780 AM KOH, hosted by Keystone’s Managing Principal, Michael Bosma.

Each week, Michael brings together decades of experience and a lineup of expert guests to explore the real issues business owners face- from smart tax strategies, business startup and growth, to acquisitions, succession planning, and exit strategies. The conversations are insightful, actionable, and grounded in the realities of running and scaling a business in Northern Nevada and beyond.

Listeners gain access to real-world stories, proven strategies, and local expertise making it a valuable resource whether you’re a seasoned entrepreneur or just starting out. Topics often align with Keystone’s core services, including tax planning, outsourced accounting, business brokerage, and wealth advisory—creating a truly integrated perspective on business success.

What makes the show even more impactful? It’s interactive. Call in live during the show and ask your questions directly—Michael offers candid, thoughtful advice that can help guide your next move or reframe your thinking.

You can catch the show live on 780 AM or stream episodes online at kkoh.com/bosma-on-business. So set a reminder, grab your coffee, and start your weekend with insights that can truly move your business forward.

Don’t just listen—be part of the conversation.

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Business sales and transactions through Keystone Business Brokers are executed by Michael D. Bosma, CPA / Business Broker Lic. #S.191008 / BUSB #7085, who is affiliated with NAI Alliance and operates under that license while doing business as Keystone Business Brokers. NV License S.191008 / Business Broker Permit #7085. NAI Alliance dba Keystone Business Brokers. Copyright © 2025 Keystone CPAs, All Rights Reserved. Advisory services are offered through Keystone Wealth Advisors, LLC, An Investment Advisor in the State of Nevada. | Site By Design On Edge