In the story of a business, succession is often the most challenging chapter. As Partner in RKL’s Business Consulting Services Group, Paula Barrett helps owners turn the page smoothly and achieve their financial goals and objectives.
Paula has three decades of experience assisting closely held companies and their owners with exit strategy formulation, ownership interest transfers and succession plan development. She continually hones her expertise through professional development and continuing education, and stands as one of the few consultants in the region credentialed as a Certified Exit Planning Advisor (CEPA), the most widely endorsed exit planning designation in the world.
Paula’s customized approach to business transition starts with a thorough understanding of owner’s personal financial circumstances, business goals and a fair and accurate determination of the company’s worth. She collaborates with fellow RKL tax, personal financial planning and wealth advisory professionals as needed to help achieve the owner’s envisioned future.
A highly credentialed valuation expert, Paula conducts valuations for a wide variety of business transitions and transactions, including mergers and acquisitions, and is frequently tapped as a financial expert in litigation matters. She also specializes in tax-exempt bond financing services, including bond verifications and arbitrage rebate computations.
“Before I advise, I try to step into my clients’ shoes and understand their business beyond past financial performance.”