Episode 243: Succession Planning: How To Leave Your Business In The Right Hands When You Retire – Rea CPA

Episode 243: Succession Planning: How To Leave Your Business In The Right Hands When You Retire

Meet Bill

Bill Ubbing of W.J. Ubbing and Associates, in the process of entering into retirement after spending over 40 years working as a Certified Public Accounting, where he continues to be passionate about serving the needs of small- to mid-sized businesses throughout central Ohio. A generalist in the profession, Bill has spent many years specializing in working with those in the construction and real estate industries. 

Bill Ubbing Shares His Experience With Listeners

Identifying when it’s time for you to finally retire isn’t an easy decision to make. Then, when you finally do decide it’s time for you to exit the business, you soon realize how difficult it is to actually make the whole “retirement” thing happen. There are so many moving pieces and so many factors to take into consideration that it can actually be intimidating to get started. 

So, we sat down with Bill Ubbing, owner of W.J. Ubbing & Associates, to learn how his transition into retirement has been to date and what advice he has for other business owners that may be embarking on their own retirement journey.

Listen to this episode of unsuitable to learn:

  • How to decide when to retire & why
  • How to bring more expertise to the client’s future needs
  • How to find a buyer who really focuses on service to the client

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