Ownership Transition for the Design Professional

The best way to maximize your firm’s value and increase the likelihood for a successful ownership transition is to BE PREPARED. It starts with owner education, allowing enough time to plan, seeking the best advice and creating a Business Ownership Transition Plan.

If you are an architectural, engineering or a design professional who is involved in your firm’s ownership transition planning, we invite you to join one of our upcoming Successful Ownership Transition for the Design Professional seminars. This nationally recognized seminar provides expert guidance for the design professional in connection with structuring the most effective plan for your ownership transition.

Our one-day, seminar will provide you with invaluable insight as to the elements of value of a design practice as well as the varying approaches to ownership transition. The intensive program will include the following and more:

• Understanding Your Firm’s Financial Statements and Financial Ratios
• Methods of Valuing Your Firm
• Techniques for Transferring Ownership
• Choosing the Proper Buy-Sell Agreement
• Ownership Succession and Transfer of Control
• Income and Estate Tax Considerations
• Mergers and Acquisitions