OwnershipTransition & Valuation for A/E Firms 6/11

Ownership Transition and Valuation of Your A/E Firm

AIA Approved for 3 Learning Units
All Attendees Recieve a Complimentary 30-Minute Consultation

• • • Financing the Transition
    • Methods for determining the value of your firm
    • Rule of thumb valuation methods
    • What creates value? vs. What increases value?
    • Adjustments made to financial statements when determining value
    • Maximize the return on your investment
    • Avoiding the pitfalls of ownership transition
    • Choosing the next generation of leaders
    • Differentiating return on investment from employee compensation
    • Dealing with the cultural issues of ownership transition
    • Proven strategies for financing the transition
    • How long the transition should take
    • Key buy-sell terms to incorporate into your agreement
    • The role of insurance in ownership transition
    • The non-economic factors you need to consider
    • Managing the transition process
    • Tips for choosing your advisors

Who Should Attend?This program is specifically designed for owners, potential owners, senior executives who want to maximize their return on investment while insuring the long term survival of their firm:

Sole Owners - Shareholders - Potential Owners - Principals - Associates - Chief Financial Officers - Aspiring Owners Transition & Valuation for A/E Firms

SPECIAL BONUS - each attendee will receive a 30 minute private consultation

Professional Investment - $175

Seminar Leader Herbert M. Cannon, CPA - President AEC Management Solutions, LLC

Herb Cannon is one of the nation's leading experts in the management of A/E firms. With over 30 years of "hands on" experience in the A/E Industry, Herb has held top management positions in a number of high profile firms. Prior to founding AEC Management Solutions, Inc., he held senior executive positions at Robert A.M. Stern Architects, Ehrenkrantz Eckstut & Kuhn Architects and Burns & Roe Engineering. Mr. Cannon has served these organizations in a variety of executive roles including Chief Operating Officer, Chief Financial Officer and Director of Project Management.Throughout his 30-year career, he recognized that design professionals create an extraordinary value for their clients. In 2000, he founded AEC Management Solutions, Inc. with the simple goal helping A/E firms of all sizes to earn the money they deserve for their creative efforts. To achieve this goal, he provides consulting services and conducts numerous seminars throughout North America on Incentive Compensation, Marketing, Strategic Planning, Project Management, Ownership Transition, and Financial Management.Herb is an accomplished speaker, speaking to hundreds of A/E professionals each year at seminars and professional association events. He has been a featured speaker for the AIA, Axium Software, Society for Design Administration, SMPS, NSPE Chief Financial Officer Roundtable, ASRAE, Ontario Association of Architects, Texas Council of Engineering Companies Leadership Forum and is a guest lecturer at New York University.