Jo Ann Koontz

Questioner
DISC Type : c

Income Principal at Rea & Associates, Inc.

Sarasota, Florida, United States

Overview

Jo Ann Koontz is a dual-licensed attorney and CPA who leads Koontz & Associates, a boutique law firm in Sarasota. She specializes in providing integrated legal and tax strategy for entrepreneurs and real estate investors. A graduate of Ohio Northern University, colleagues describe her as confident, professional, and knowledgeable.

Outside of her practice, Jo Ann leads an active lifestyle with interests in boating, basketball, bicycling, and yoga. She is a dual US-Italian citizen and speaks both Spanish and Italian. Her community involvement includes supporting organizations like the Family Network on Disabilities, reflecting a commitment to local advocacy.

Unique fact: Jo Ann hosts a weekly radio show in Sarasota called "Its Your Business" to help educate local entrepreneurs.

Personality Overview

Systematic

Cautious & Analytical

Value Seeker

They prefer to fully evaluate every situation.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Integrated Tax & Legal
Her core professional identity is combining her CPA and law degrees to offer comprehensive advice on business and real estate transactions.
Entrepreneurial Growth
Her firm focuses on serving entrepreneurs, and she hosts a local radio show, "It's Your Business, " to advise business owners.
Real Estate Law
A primary practice area is residential and commercial real estate, frequently advising clients on the tax implications of their transactions.

Media Appearances

Jo has no verified media appearances

Work History

6-2024
Income Principal at Rea & Associates, Inc.
12-2011
Attorney at Koontz & Associates, PL
5-2006 - 6-2024
Certified Public Accountant at Koontz & Parkin, CPAs PLLC
2-2010 - 12-2011
Attorney at Yesner & Boss
12-2005 - 2-2010
Attorney at Icard Merrill

Education

2003 - 2006
JD from Ohio Northern University—Claude W. Pettit College of Law
1997 - 2001
BSBA from Ohio Northern University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Sarasota, Florida, United States Job Level : N/A Designation : Income Principal at Rea & Associates, Inc.
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Insights For Selling To Jo Ann

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Back up any claims with data and numbers

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jo Ann is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Jo Ann

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jo Ann move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Jo Ann take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Jo Ann

Personality Compatibility


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