Author: Paul Weisinger
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.
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.
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.
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
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.
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.
Blog
Don’t Leave Your Exit Strategy Up to Chance
Why it is important to starting thinking about succession planning for your business.
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.
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.
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.
Blog
Five Ways To Turn Your Business Into Cold, Hard Cash
Wondering how to monetize your biggest investment? Let us count the ways ...
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.
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.
Blog
When Do You Need A Business Valuation?
Wondering if you need to have a business valuation conducted on your company? Wonder no more!
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.
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?