Full-Day Ownership Transition Seminars
Ensure a Smooth, Profitable Transition for Your Firm
A successful ownership transition doesn’t happen by chance. It requires careful planning, expert guidance and a clear strategy. This nationally recognized Ownership Transition Planning Seminar is designed specifically for architecture, engineering and design firm owners who want to maximize their return, protect their firm’s legacy and secure their retirement goals.
Unplanned ownership changes, resulting from retirement, disability, or unexpected events, can leave a firm vulnerable to lost value, operational disruptions and missed opportunities. Our expert consultants will guide you through practical strategies to avoid these pitfalls and create a comprehensive plan tailored to your firm’s unique needs.
Why Attend?
- Gain actionable insights from specialty-trained consultants with decades of experience in succession planning and ownership transitions.
- Learn proven strategies to protect your firm’s value, ensure operational continuity and secure your personal financial goals.
- Walk away with a practical, step-by-step plan that you can implement immediately.
What You'll Learn
- How to analyze your firm’s financial statements and key ratios
- Proven methods for valuing a professional design firm
- Income and estate tax considerations
- Succession planning and transfer of control
- Funding strategies and choosing the right buy-sell agreement
- Mergers, acquisitions, and strategic options for growth
All attendees will receive an in-depth, real-world scenario case study and a glossary of financial terms and valuation ratios to be used in valuing a design firm.
Our seminar is registered with the AIA's Continuing Education System for 7 AIA Learning Unit Hours.
Our seminar is registered with the Engineering Registered Continuing Education Program for 6.5 PDHs in all states except Florida and New York.
Download Our Printable Ownership Transition Seminar Brochure in PDF Format
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