Dannible/McKee and Associates Hosts Ownership Transition Seminar for Design Professionals

Dannible/McKee and Associates, Ltd., consultants to the architectural/engineering profession, is offering an intensive, comprehensive one day seminar on Successful Ownership Transition For the Design Professional in eight locations across the country from January 9 - February 21, 2014. This course is for partners, shareholders, and associates in architectural, engineering, and planning firms who need to value their firms for internal sale, acquisition and/or merger. Attendees will receive professional credit (7 Learning Hours for architects and 7 Professional Development Hours for engineers) while learning the strategies of ownership transition and exploring the valuation approach of design firms. Registration is available at www.dmconsulting.com/seminars or by phone at
(315) 472-9127.

The Firm's seminar will be offered on the following dates and locations:

  • January 9, 2014 - Charlotte, NC
  • January 16, 2014 - Cambridge, MA
  • January 23, 2014 - Dallas, TX
  • January 24, 2014 - San Francisco, CA
  • February 6, 2014 - Chicago, IL
  • February 13, 2014 - Fort Lauderdale, FL
  • February 20, 2014 - Rochester, NY
  • February 21, 2014 - Las Vegas, NV

The fee for this seminar is $625 for each attendee. The fee includes the seminar, advance handout materials, comprehensive workbook, lunch, and coffee breaks. Seminar hours are 8:30 AM to 4:30 PM. Registration at each seminar will begin at 8:00 AM. To permit individual questions and participation, attendance at each seminar will be limited. A 20% discount for each additional registrant from the same design firm, and a full refund will be allowed up to 20 calendar days before the seminar.

Representatives from numerous design firms will learn from the nation’s leading architecture/engineering consultants, Anthony F. Dannible, Michael J. Reilly and Richard J. Maxwell, who are experts in valuing design firms and structuring effective long-term plans for ownership transition. Benefits of attending this seminar include, but are not limited to, learning methods of transferring ownership within and without your firm, the required elements of a buy-sell agreement, techniques used in valuing a professional design practice, and the impact of new income and estate tax regulations on valuation and ownership transition.

Anthony F. Dannible, CPA/ABV, CVA, CFF, CDA is a principal in the firm Dannible/McKee and Associates, Ltd. He was awarded the AICPA’s Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) designations, is a Certified Valuation Analyst (CVA) and is a member of the American Society of Appraisers. Mr. Dannible is also a Certified Design Accountant (CDA).  Prior to forming his own consulting firm, Dannible served as a tax consulting specialist with a large international consulting firm concentrating in corporate tax planning, business succession, acquisitions and mergers. He has gained national recognition in design firm valuation and has been the lead expert witness in several major court cases involving valuation.

Michael J. Reilly, CPA/ABV, CVA, CFF, CDA is a principal in the firm Dannible/McKee and Associates, Ltd. He was awarded the AICPA’s Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) designations, is a Certified Valuation Analyst (CVA) and is a member of the American Society of Appraisers. Mr. Reilly is also a Certified Design Accountant (CDA). Combined with several years' experience in corporate tax consulting, business valuation, acquisitions and mergers, Reilly has gained a national reputation in valuing and developing ownership transition plans for professional design firms. He is heavily involved in providing litigation support for testimony in valuation court cases and has developed an expertise in utilizing employee benefit plans and life insurance for ownership transition planning.

Richard J. Maxwell, CPA/ABV, CVA, CFF, CDA is a principal in the firm Dannible/McKee and Associates, Ltd. He was awarded the AICPA’s Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) designations and is also a Certified Valuation Analyst (CVA) and Certified Design Accountant (CDA). Mr. Maxwell brings several years of corporate tax consulting experience together with his business valuation and ownership transition consulting services for A/E firms across the country. He has gained national recognition and is extensively involved in mergers and acquisitions, as well as implementing incentive compensation plans.

Register at Dannible/McKee’s website at www.dmconsulting.com/seminars.

Dannible/McKee and Associates, Ltd.
Dannible/McKee and Associates, Ltd. provides business valuation, ownership transition, expert witness testimony and litigation support, strategic planning, financial management and employee benefit consulting to professional design firms across the country. In addition, the company teaches national seminars on business valuation and ownership transition to members of architectural, engineering and environmental consulting firms.  For more information, visit dmconsulting.com.

Previous Page