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