Rea's Annual Report In Motion: 2016 Annual Report | Page 19

Rea’ s business valuation team.
Business Valuation Practice Explodes
The firm’ s business valuation practice continues to grow in capacity, experience and expertise with the addition of Mary Beth Koester, Cathy Levins and Ben Jonard, who have joined Tim McDaniel and Holly Taylor( all Dublin) to provide business valuation services to Ohio businesses. Owners of manufacturing companies, retail and veterinary practices are just a few of the entrepreneurs who have found particular success with the Know & Grow valuation model.
1095-C Form Preparation Service Saves Businesses Money
Last year, business owners learned that their reporting responsibilities under the ACA were more demanding than they initially thought, which left them scrambling to comply. Rea’ s ACA team helps ensure employers that all their Form 1095-C requirements are met – saving them from crippling penalties. Learn more at www. reacpa. com / affordable-care-act-consulting.
Plain & Simple Is Simply A Success
Last year, Rea launched Plain & Simple, a quarterly print newsletter for nearly 850 business owners in the Plain community. Since then, we are happy to report, the newsletter has been an overwhelming success and has received great reviews from the public.
A Holistic Approach To Your Family’ s Financial Growth
For many family-owned businesses, daily responsibilities often prevent their owners from focusing on growing their business and enhancing their families’ wealth. Now, business owners will be able to take advantage of Rea’ s Family Office Service plan. This full-service, wealth management strategy includes frequent internal and external meeting representation with your other advisors, financial performance reviews, year-end tax planning, estate and successional planning, audit defense services and much more.
IN MOTION: REA & ASSOCIATES ANNUAL REPORT | NOV. 2015 – OCT. 2016
2016

ANNUAL REPORT