Valuation & Transaction Advisory Services
Are You Ready To Go?
You’ve likely spent a lot of time considering what the next phase of your life will look like. But if you’re like a lot of other business owners, you probably haven’t spent a lot of time planning out how you’re going to get there.
As a business owner, you're in a unique position because the decisions you choose to make in one aspect of your life, such as how you will exit your business, will likely impact the other facets of your life, like your ability to secure your ideal retirement lifestyle or instill a legacy that will live on long after you're gone.
Together, we can identify a succession plan that puts your needs and wants first.
Chart Your Course Toward Succession Plan Success
Your business is your largest asset, but if you’re like the majority of owners out there, it’s likely you do not have a true understanding of what your company is actually worth. And without knowing its true value, how can you really know if your current strategy will adequately fuel your retirement?
Similar to managing an investment portfolio, regular business valuations will not only provide you with vital benchmarking knowledge, they will give you powerful insight for future decision making. Our team of valuation and transaction advisory service specialists are uniquely qualified to uncover the true value of your business. Once this information is available, opportunities exist to minimize risk and increase cash flow for the purposes of maximizing your company's growth.
Learn more about Know & Grow and the other business valuation services offered by Rea & Associates, including information about our:
- Know & Grow Business Valuations
- Transaction-Related Valuations
- Tax and IRS-Related Valuations
- Valuation Mediation Services
Business ownership is not a spectator sport. There’s strategy and risk and there are winners and losers. But just because some aspects of your life as an entrepreneur can be unpredictable, it doesn’t mean you should throw up your hands when it comes to managing your company’s risk threshold.
Through the implementation of proven growth methods, we will work with you to develop a strategy to grow your business’ value. Together we will carve out a path that allows you to exit the business on your terms.
Generally speaking, any strategy has a better chance of succeeding if it’s planned out in advance and formalized. Then it should go without saying that, in order to exit the business on your terms, you have no time to waste when it comes to figuring out what the next phase of your journey and how you want to get there.
A great first step is to identify which exit strategies are available and determine which ones will help you best meet your goals. After you identify your ideal exit strategy, every activity you engage in should bring you one step closer to achieving your end goal. By conducting business in this manner you can ensure that, when the time comes, you’ll be ready to exit the business on your terms.
As with most transactions, entering into an Employee Stock Ownership Plan (ESOP) can be complicated and you are certain to find yourself in the midst of complex business issues. We provide ESOP consulting services in conjunction with the possible establishment of an ESOP plan. This includes advice and guidance on the transactional process as well as negotiating on your behalf with the ESOP representative. This service is particularly valuable when the time comes to establish the selling price, determine the terms and conditions of the sale and identify your financing options.
Read more about the benefits of converting your business to an ESOP.
Let this road map be your guide in developing a strategy to exit your business on your terms.
The valuation and transaction advisory services team at Rea & Associates is committed to working hand-in-hand with owners of privately held or family owned businesses to determine the ideal destination for owners in search of ways to preserve their businesses and their legacies. With more than 3,000 engagements to their name, you can be confident knowing that your Rea team has the expertise, experience and exuberance you depend on.
Contact Us to start your journey today.
The valuation strategist you work with should care about the value of your business as much as you do. Our valuation and transaction advisory services team are passionate about your ability to be successful and we will work hard to get you to where you want to go. With a unique history of helping owners strategically enhance their businesses, this team brings a diverse blend of perspective and experience.
Mary Beth Koester, CVA, CEPA
principal and director of valuation & transaction advisory services
Mary Beth leads the firm's valuation & transaction advisory team and is responsible for performing valuations for planning purposes, sales, gifting and partnership transitions. Her primary focus is on the professional service and businesses in the medical sector. She is particularly passionate about working with veterinary professionals. Learn more about Mary Beth.
Tim McDaniel, CPA/ABV, ASA, CBA
principal and valuation & succession plan services
Tim, a principal with the firm. Additionally, he specializes in providing insight and advice to clients who are looking to increase their business's value, identify optimal exit plan strategies and consider ideal succession planning options. Learn more about Tim.
Paul Weisinger, CPA/ABV, CVA, CEPA
As a member of the firm's valuation and transaction advisory services team, Paul is committed to helping clients find success by helping them maximize their business's value. Paul has won two national awards for his valuation service, a national award for his work in the accounting profession and several other great notes of recognition. Learn more about Paul.
Holly Taylor, CPA/ABV, ASA
Honest. Dependable. Detailed. Organized. On any given day you can find Holly working hand-in-hand with the client to prepare business valuations reports and working to expertly advise them on how to grow their business's value. Learn more about Holly.
Michael Schultz, CPA
As a manager on Rea's valuation and transaction advisory services team, Michael is responsible for performing valuations for planning purposes, sales, gifting and ownership transitions. Additionally, he conducts quality of earnings engagements on behalf of buyers and sellers undergoing merger and acquisition activity. Learn more about Michael.
Striving to expand upon his capabilities through continuous education, Chris Brinich is dedicated to providing business owners with deeper clarity and high-quality insight into the true value of their companies for estate, gift, litigation, merger and acquisition and business planning purposes. Learn more about Chris.
How much do you need your business to be worth to support you in retirement? If you were to guess, how much do you think your business is worth today? Are these two numbers the same? Great! Now, when was the last time you had your business valued by an actual valuations expert? If you answered that last question with "never" or "not recently" or some other answer along those lines, you may be in for quite the shock.
Find out why knowing the true value of your business is essential information to have in your quest to retire rich.
Know And Grow The Value Of Your Business: An Owner's Guide To Retiring Rich, explains why, as a business owner, you should treat your business like an investment. As such, it's important to know the actual value of your business. From there you can develop a strategy designed to grow it's value. Tim tells you how in this book.
Our veterinary practice team is equipped to provide you with the specialty services you depend on to thrive in all aspects of your career. Whether you’re looking to make sense of your accounting and payroll responsibilities or are looking for opportunities to secure future growth of your practice, our team of veterinary practice specialists is here to provide you with the same level of attention, compassion and expertise you are passionate about providing every day in your own line of work.
Read on to learn about the range of services we are proud to offer our veterinary practice owners.