Transition Planning
The transition out of your business is more than a transaction – it’s a transformation that impacts your legacy, your team, and your future. Our dedicated advisors partner with you to build a transition strategy that honors your life’s work while creating lasting value for the next generation of leadership.
Transition Planning: Our Approach
Comprehensive Assessment
We start by understanding where you are today – evaluating your business’s current state, market position, and value. This foundation helps us build strategies that align with your goals and maximize opportunities.
Strategic Planning
Together, we’ll explore all available paths forward, including:
- Family transitions and gifting strategies
- Employee Stock Ownership Plans (ESOPs)
- Management buyouts
- Strategic sales to competitors
- Private equity partnerships
Future-Focused Solutions
We model different scenarios to help you visualize the impact of various exit strategies on both your business and personal financial future. This insight helps you make confident decisions about your path forward.
Building Your Transition Plan
Current State Analysis
We evaluate key factors including:
- Business valuation and market position
- Revenue streams and growth potential
- Operational strengths and opportunities
- Industry trends and market conditions
- Balance sheet health and financial metrics
Exit Option Exploration
Our team helps you:
- Identify potential succession paths
- Evaluate buyer/successor options
- Understand tax implications
- Maximize business value pre-transition
- Structure deals for optimal outcomes
Personal Financial Planning
We consider your whole picture:
- Retirement goals and lifestyle needs
- Wealth transfer objectives
- Tax efficiency strategies
- Estate planning considerations
- Future income requirements
Why Partner with Rea
Relationship-Focused Approach
We take time to understand not just your business metrics, but your personal goals, concerns, and vision for the future. This deeper understanding helps us build transition strategies that truly fit your needs.
Coordinated Support
We work seamlessly with your other trusted advisors – from wealth managers to attorneys – ensuring your transition plan aligns with your broader financial and estate planning goals.
Clear Communication
Complex transitions require clear understanding. We provide detailed insights and regular updates throughout the process, ensuring you’re confident and informed at every step.
Let’s Build Your Legacy Together
Planning for transition takes time, insight, and trusted guidance. Whether you’re just starting to think about succession or ready to take the next step, we’re here to help you build a future you can be proud of.
Contact us to start building your transition strategy today.
Accreditations and Associations:





Our Service Leader
Testimonials from Transition Planning Clients
Transition Planning Insights
You've invested years cultivating your business success. Now, as you consider stepping away, you face a crucial...
This summer, the Buckeye State is rolling out an expanded tax-free holiday that promises to boost sales and offer...
What FMV Is, What It’s Not, & Everything In Between The first step in understanding your company’s fair market...