$175

Ownership Transition & Valuation - Phoenix May 16th

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Location

Location

Paradise Tower

14040 North Cave Creek Road

Phoenix, Arizona 85022

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Event description

Description

Ownership Transition and Valuation of Your A/E Firm

AIA Approved for 3 Learning Units

Seminar Hours 9:30-12:30

Program Highlights

  • Rule of thumb valuation multiples
  • Sample valuation exercise
  • Strategies for financing the transition
  • Typical adjustments made to financial statements in estimating value
  • How to maximize the return on your investment
  • Managing the transition process
  • Avoiding the pitfalls of ownership transition
  • How to choose the next generation of leaders
  • How to differentiate ownership from leadership
  • Dealing with the cultural issues of ownership transition
  • How long the transition should take
  • What are the legal considerations
  • Key buy-sell terms to incorporate into your agreement
  • The role insurance plays in ownership transition
  • The non-economic factors you need to consider
  • Tips for choosing your advisors

Who Should Attend?
This program is specifically designed for Senior Executives of Architecture and Engineering firms who want to maximize their return on investment while insuring the long term survival of their firm:

  • Sole Owners
  • Partners
  • Principals
  • Shareholders
  • Chief Financial Officers
  • Controllers

FAQs

Where can I contact the organizer with any questions?

seminars@aecmanagementsolutions.com
732-705-5098

Is my registration/ticket transferrable?

Yes - you may transfer your registration

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Date and Time

Location

Paradise Tower

14040 North Cave Creek Road

Phoenix, Arizona 85022

View Map

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