Mary Beth Koester – Rea CPA

Mary Beth Koester

Principal, Director of Valuation & Transaction Advisory Services
Dublin, OH
Resident of Columbus, OH
Rea Team Member Since 2016
  • As director of Rea’s Valuation and Transaction Advisory Services, Mary Beth consults with business owners to teach them the value of their business and help identify strategies for growth and value enhancement. She works closely with business owners to understand their goals and develop various transition alternatives. Mary Beth also oversees the team’s completion of valuations for various purposes, including estate and gift tax planning, succession planning, management buyouts, mergers and acquisitions, and shareholder transactions.

Topics or areas of expertise that Mary Beth can talk about (even in her sleep):

  • Business valuation
  • Transition planning
  • Succession planning
  • Affordability analysis
  • Cash flow analysis

How we know she knows what she's doing:

  • She holds a bachelor's degree in accounting and international business with a minor in French from Cleveland State University.
  • She previously worked with a management consulting firm with a focus in doing practice valuations for veterinary owners.
  • Rea NextGen (class of 2018 graduate)

Furthering her professional development, Mary Beth is involved with:

  • NACVA (National Association of Certified Valuators and Analysts)
  • American Institute of CPAs
  • Ohio Society of CPAs
  • VetPartners
  • Columbus Young Professionals (CYP)

When she's not in the office, you can find her:

  • Playing volleyball, running, camping, cooking, traveling, and spending time with my family and friends.
  • Serving on the board for her downtown condo association.
  • Columbus Nationwide Children's marathon runner.

Just For Fun:

  • What did 10-year-old you want to be when you grew up? A pediatrician
  • What makes you get out of bed every day? Kingston, my gray furball cat. If he isn't fed and pet by 7:00 am, he cries until I get up. Joking aside, I think it's my people. My husband, family, coworkers, friends, and clients. I get out of bed every day because I want to accomplish something that adds value and meaning to their lives. They inspire me to work hard and persevere.
  • What was your first job? I started babysitting when I was 13 years old, and I lifeguarded and taught private swimming lessons for 10 years (through high school, college, and post college).
A very analytical thinker with the ability to focus on the details while stepping back to assess the bigger picture. Team player who cares.