Top Strategies for Business Succession Planning

Next Month
, , Doug Houser, Principal, Director of Construction & Real Estate Services, Rea & Associates; Mary Beth Koester, Principal + Director, Valuation and Transaction Advisory Services, Rea & Associates; Christopher Axene, Principal, Rea & Associates
Shawnee Country Club

On Tuesday, March 31, Kegler Brown and Rea & Associates invite you to attend an informative session on business succession planning.

Our presenters will discuss the best strategies and what you should be thinking about going into a succession plan. They will provide case study examples highlighting the different approaches to business succession since every situation is specific to each owner and the management teams, families and unique casts of players involved.

The team will cover a variety of topics including how to assess whether you’re ready to implement a succession plan, how to facilitate the transition of ownership and control, financing structure, relationships with family members, employees, customers, suppliers and other stakeholders, and tax considerations in structuring a succession plan or ownership transition.


  • Eric DuffeeDirector + Co-Chair, Mergers and Acquisitions Practice, Kegler Brown Hill + Ritter
    Eric’s practice focuses on nearly all the needs a business will have throughout its lifecycle, from startup and formation through capital raising and, ultimately, sale, including M+A, corporate finance, intellectual property, and succession planning.
  • Doug Houser, CPA, MBA, CEPA, Principal, Director of Construction & Real Estate Services, Rea & Associates
    Doug has over 25 years of experience assisting clients with financing structures, liquidity event guidance, balance sheet management, cash flow management, and financial reporting; with a particular focus on the Construction Industry.
  • Mary Beth Koester, CVA, CEPA, Principal + Director, Valuation and Transaction Advisory Services, Rea & Associates
    Mary Beth oversees the valuation and transaction advisory practice for the firm. She consults with business owners to teach them the value of their business, identify strategies for growth and value enhancement, and helps to secure their future by optimizing their ideal succession plan.
  • Christopher Axene, CPA, Principal, Rea & Associates
    Christopher oversees the federal tax planning practice for the firm, which includes complex tax transaction planning and review, choice of entity planning, IRS audit representation and tax due diligence for M&A transactions.


  • Aaron WeirDirector, Kegler Brown Hill + Ritter
    Aaron advises clients on a wide variety of decisions throughout the business lifecycle, providing counsel on entity formation, capital raising, mergers and acquisitions, asset transactions and complex corporate transactions.


Shawnee Country Club
1700 Shawnee Rd.
Lima, OH 45805
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Please RSVP by Tuesday, March 24, by contacting Olivia Moore at [email protected] or (614) 255 5515.