Reena O'Hara, CEPA
Business Broker
Certified Exit Planning Advisor
Licensed California Real Estate Broker
CA DRE Lic. # 02053527
With more than two decades of experience across the legal, real estate, business, and financial operations sectors, Reena O’Hara brings a comprehensive and strategic approach to business brokerage, commercial real estate, business valuations, and exit planning.
As a Business Broker, Certified Exit Planning Advisor (CEPA®), Licensed California Real Estate Broker, and CFO of LegalWise Brokers, Inc., Reena works with business owners, investors, and entrepreneurs to evaluate, grow, prepare, and transition their businesses. Her work focuses on helping clients understand business value, identify opportunities to increase value, navigate sales and acquisitions, and plan for successful ownership transitions.
Reena’s background combines business brokerage, commercial and residential real estate, legal administration, financial management, property management, human resources, compliance, and operational leadership. Licensed in real estate since 2018 and active in property management since 2010, she has extensive experience in transaction coordination, pricing strategy, negotiations, escrow management, regulatory compliance, and client advisory services.
Her professional journey began in 2003 in the legal industry, working alongside attorneys in matters involving real estate, business, contracts, employment, and compliance. This experience gave her a strong working knowledge of contracts, business formation, entity management, risk management, and transaction documentation, which she now applies to business sales, acquisitions, commercial real estate, and exit planning engagements.
In addition to her brokerage and advisory work, Reena has significant experience managing and scaling multi-entity professional service businesses. She has overseen financial reporting, budgeting, cash flow management, payroll, billing, collections, internal controls, compliance systems, and disaster recovery planning. She has also developed operational infrastructure, hiring systems, employee training procedures, and policies designed to strengthen business performance and reduce risk.
Reena’s marketing and business development experience further enhances her ability to help clients properly position a business for sale. Whether assisting with a business sale, acquisition, commercial real estate transaction, valuation, succession strategy, or exit planning engagement, Reena provides a thoughtful, detail-oriented, and results-driven approach focused on helping business owners protect the value they have built and move confidently into their next chapter.
Credentials & Licenses:
-
Licensed California Real Estate Broker
-
Certified Exit Planning Advisor (CEPA®)
Professional Affiliations:
-
California Association of Business Brokers (CABB)
-
International Business Brokers Association (IBBA)
-
Exit Planning Institute (EPI)
-
California Association of Realtors (CAR)
-
National Association of Realtors (NAR)
-
Pismo Coast Association of Realtors (PCAOR)
Exit Planning Services
Exiting a business is a major milestone. Whether you’re selling, transferring, or stepping back, I help you plan each stage with clarity and confidence. Through business valuation, readiness assessments, and strategic coordination with your advisors, I ensure your exit aligns with your financial and personal goals. My focus is to maximize value, minimize risk, and create a clear roadmap for your next chapter.
Business Transactions
Business transactions can be complex—whether buying, selling, merging, or partnering. I guide you through each step to protect your interests and meet all requirements. From reviewing contracts to negotiating terms, I simplify the process, reduce risk, and ensure your deals close smoothly and successfully.
Commercial Sales & Leasing
Navigating commercial sales and leasing agreements can be complex, but with the right guidance, you can ensure that your interests are protected. I can assist you with every step of the process—whether you're buying, selling, or leasing commercial property. From reviewing and negotiating lease terms to handling purchase agreements. Whether you’re a landlord, tenant, buyer, or seller, my goal is to provide you with the expert support you need to make informed decisions and secure favorable terms.