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

Paul Weisinger
Principal, Director of Valuation, Litigation, & Transaction Advisory Services

Testimonials from Transition Planning Clients

“The thing I like best about Rea are the people.”

Ric Butler, AJ Asphalt

“They listen and learn consistently, so they know the right advice to provide at the right time and direct their customers to a safe and protected life.”

John Schaeffer, North Ohio Heart Center Inc

“Friendly, honest and trustworthy. They are always there to answer questions.”

Kent Caserta, Kent A Caserta DDS Inc

Transition Planning Insights