Dublin, OH – March 22, 2019 – Rea & Associates recently announced that Mary Beth Koester, the company’s director of business valuation and transaction advisory services, has recently completed the Exit Planning Institute’s MBA-style program. By completing this program, Ms. Koester has earned her Certified Exit Planning Advisor (CEPA) designation. Rea & Associates shared that the program was developed by nationally recognized experts in the field of exit planning and was designed to give participants the resources, experience, and strategic tools needed to assist themselves and their clients throughout their careers.
Rea & Associates provided some background information about Koester, who works in the firm’s Dublin, OH office. According to the company, Koester earned her bachelor’s degree in accounting and international business, with a minor in French, from Cleveland State University. She began her career with Rea & Associates in 2016, and has been instrumental in numerous valuation projects for business planning purposes, sales, gifting, and partnership transitions.
As the director of Rea’s business valuation services in Dublin, Koester is responsible for performing valuations for business planning purposes, gifting and partnership transitions, and sales. She currently focuses on the professional services and medical practices sectors, and offers insights into how business owners can increase the value of their business.
Rea & Associates shared that Koester has earned several other major designations and awards, including the Certified Valuation Analyst designation (2017) and the 40 Under Forty Award, which was presented to her by the National Association of Certified Valuators and Analysts (NACVA) in June of 2018. Rea & Associates stated that the CEPA designation marks another career milestone for Koester. Further details about Koester can be found at https://www.reacpa.com/biography/mary-beth-koester/.
Rea & Associates closed its announcement by providing some company information. Rea & Associates stated that it was founded during the Great Depression, and has been serving Ohioans for over 80 years. The company provides financial planning, as well as business consulting, services throughout Ohio. Rea & Associates stated that it has grown quite rapidly in recent years, and now boasts over three hundred employees. The company shared that it has always been committed to giving back, and has actively supported charities throughout Ohio.
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Company Name: Rea & Associates CPA
Contact Person: Becca Davis
Email: Send Email
Address:5775 Perimeter Dr
Country: United States