Experience.

Strategy.

Results.

Key Point Trusted Advisors (KPTA) was established with a singular mission in mind: to empower business owners to take complete control of their exit strategy—whether that’s happening today, a few years from now, or even further down the road in the future. Our dedicated team comprises highly experienced professionals who specialize in a variety of crucial areas, including mergers and acquisitions, comprehensive financial planning, effective tax strategies, legal structuring, efficient sales systems, and overall business operations.

We are proud to be Certified Exit Planning Advisors (CEPA), having undergone specialized training by the esteemed Exit Planning Institute, which equips us with the latest knowledge and best practices in the field. Our collaborative approach is cross-disciplinary, allowing us to thoroughly examine and address every single aspect of your business as well as your personal financial future, ensuring that nothing critical is overlooked in the planning process.

Our Trusted Advisors

  • Dave Key

    FOUNDER - CEO - CERTIFIED EXIT PLANNING ADVISOR

  • Greg Kostiuk

    PRESIDENT STRAT EX SALES SALES AND MARKETING DEVELOPMENT  

  • Monty Walker

    PRESIDENT WALKER ADVISORY NATIONAL TAX STRUCTURE SPECIALIST

  • Robert Hwang

    STUART TITLE TRANSACTION ATTORNEY AND CLOSING SPECIALIST

  • Steve Kesten

    BOYAR MILLER CORPORATE M&A ATTORNEY

  • David Weygandt

    ATTORNEY, TRANSACTION ADVISOR

  • Michael Gaona

    CERTIFIED FINANCIAL ADVISOR

At Key Point Trusted Advisors (KPTA), we believe in partnering with the best in the M&A industry. When you work with KPTA, you have access to and are guided by a deal team of professionals cherry-picked from the industry's best, with a collection of 1,000+ sell-side and buy-side deals. You don’t pay the high overhead cost associated with traditional investment bankers, yet you have full access and pay for what you need when you need it. 

“You get the Best … and Only pay for what you need!"