A Brighter Way
  1. About Us
  2. People
  3. Services
  4. Industries
  5. News
  6. Financial Resources
  7. Careers

Succession Planning Services

Develop your optimal succession plan.

Most owners do not have a formal succession plan in place, nor do they fully understand all of their options. Do you know all of your options? Do you have a specific strategy? Do you have a succession plan and if so, is it solid? And do you know how to implement it?

Rea Strategic Solutions offers comprehensive succession planning services that give you not only a formal succession plan, but the resources to implement it successfully. You'll receive a customized plan that is tailored specifically to you and your needs, in addition to:

  • Information about all available options and strategies.
  • Help in choosing your optimal succession plan.
  • Assistance in implementing the plan.

Our succession planning services include the following two levels of reporting options:

Succession Planning Report

Comprehensive Succession & Strategic Planning Report

  • Business mission statement
  • Summary of family strategic plan
  • Snapshot™ valuation
  • Exit options analysis
  • Strategic plan document
  • Business action plan
  • Personal action plan

To discuss your succession planning needs, please contact Tim McDaniel.

Sign up to our newsletter Contact Us
Corporate Headquarters 5775 Perimeter Drive, Suite 200, Dublin, Ohio 43017-3224
phone 614-889-8725 | fax 614-889-0159