Paul Weisinger | Rea CPA
Author
Dec 16, 2024
Events

Legacy in Progress: The Essential Guide to Exit Planning (Zanesville)

Are you a business owner looking to secure the future of your company? Don’t miss out on this invaluable opportunity to gain insights into the intricate world of exit planning. At this event hosted by Rea & Associates, you’ll hear from industry specialists who will guide you through the exit planning process, covering crucial aspects … Continued
Author
Jul 11, 2024
Article

Securing Your Business Legacy: The Essential Guide to Exit Planning

As a business owner, you've poured your heart and soul into building your company. But have you given thought to what happens when it's time to step away? Exit planning is a crucial step that many entrepreneurs overlook, often until it's too late. Let's dive into why exit planning matters and how you can start preparing for your business's future today. 
Author
Jun 12, 2024
Events

Legacy in Progress: The Essential Guide to Exit Planning (Lima)

Learn how to secure your business's future with Rea & Associates' "Legacy in Progress: The Essential Guide to Exit Planning." Join experts to explore valuation, taxation, and wealth management strategies.
Author
Jun 12, 2024
Events

Legacy in Progress: The Essential Guide to Exit Planning (Dublin)

Learn how to secure your business's future with Rea & Associates' "Legacy in Progress: The Essential Guide to Exit Planning." Join experts to explore valuation, taxation, and wealth management strategies.
Author
May 24, 2024
Events

Legacy in Progress: The Essential Guide to Exit Planning (Wooster)

Are you a business owner looking to secure the future of your company? Don’t miss out on this invaluable opportunity to gain insights into the intricate world of exit planning. At this event hosted by Rea & Associates, you’ll hear from industry specialists who will guide you through the exit planning process, covering crucial aspects … Continued
Author
Oct 20, 2022
Blog

Considering An ESOP Exit Strategy?

When you choose to embark on an Employee Stock Ownership Plan (ESOP) journey, you’ll have the opportunity to sell all (or just a portion) of your own investment in the company to employees while keeping you in the driver’s seat to maintain continuity and control of the business.
Author
Sep 27, 2022
Blog

Beyond Dollars & Cents

Even though financial data plays a large role in determining a business’s value, it’s really only a starting point. In most cases, “value” is synonymous with quantifying the future returns to an owner or investor.
Author
Feb 15, 2022
Blog

Don’t Leave Your Exit Strategy Up to Chance

Why it is important to starting thinking about succession planning for your business.
Author
Jan 31, 2022
Article

Estate Tax Exemption Will Fall – Now is the Time to Plan

As values of businesses, real estate, and investment portfolios continue to rise, now is the time to develop and implement an estate plan for taxpayers considering the future transfer of wealth.
Author
Jan 4, 2022
Blog

Exit Readiness: A Perfect Storm Fuels Surge in M & A

The Baby Boom generation has reached retirement age and is making the largest transfer of generational wealth in history. It may be time to start a discussion about your exit readiness.
Author
Feb 18, 2020
Blog

Exit Planning Options Every Business Owner Over 50 Should Know

One of the best things you can do is to ditch the cookie-cutter exit plans and design an option that addresses your unique goals.
Author
Sep 18, 2019
Blog

Five Ways To Turn Your Business Into Cold, Hard Cash

Wondering how to monetize your biggest investment? Let us count the ways ...
Author
Jul 25, 2019
Blog

Strategic Planning: Your Roadmap For Long-Term Success

Where are you going and how do you plan to get there? A strategic plan will help you chart the course.
Author
Apr 10, 2019
Blog

What Will Your Legacy Look Like?

Leaving behind your ideal legacy takes solid succession planning. Find out your next steps to developing an exit plan that works for you.
Author
Jan 8, 2019
Blog

When Do You Need A Business Valuation?

Wondering if you need to have a business valuation conducted on your company? Wonder no more!
Author
Dec 11, 2018
Blog

Filing A Gift Tax Return? Don’t Forget The Business Valuation Report

If you are gifting some or all of your business and are filing a gift tax return this year, don't forget to include a business valuation report.
Author
Oct 5, 2018
Blog

How Will I Know When I’m Ready To Exit My Business?

How much thought have you put in to the exit/succession phase of business ownership?