Being an owner in an A/E firm is not like owning shares in a public company. Owners and potential owners of A/E firms need to understand
how value is determined, but without free market information, where do you start?
ZweigWhite Management Events presents: VALUATION AND OWNERSHIP TRANSITION, a one-day intensive seminar designed exclusively for principals in firms like yours. Course instructors Ian Rusk and Michael O’Brien make their living advising A/E firms on valuation and ownership transition issues. They each have extensive backgrounds in
finance and A/E firm strategy. In just one day, they will explain how valuation and ownership transition works, how to
evaluate ownership opportunities in an A/E firm, and how to establish a transition plan that supports your firm’s vision and growth strategies and makes ownership a “good investment” for both current and future owners.
Register now / tuition information
Upcoming dates
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The fundamental
theories of business valuation |
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The valuation process
and how a business appraiser works |
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How value is created
and enhanced |
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Key financial metrics
and how they impact value |
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Ways to benchmark
your own firm’s value |
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Goals/objectives of
ownership transition planning |
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How to design an
appropriate valuation formula |
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Specific clauses that
should be included in your buy/sell agreement |
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Options for handling non-competes |
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How to develop and
analyze your own internal ownership
transition plan. |
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How employee stock
ownership plans (ESOPs) work, and how they complement your ownership
transition plan. |
Your course fee includes a seminar workbook, continental breakfast, lunch and refreshments on the day of the event. Plus, you’re invited to network with program presenters and other attendees from forward-thinking AEC and environmental consulting firms.
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Presidents, CEOs,
CFOs, COOs of architecture, engineering, planning, environmental
consulting, and construction businesses |
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AEC firm owners and
aspiring owners |
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Legal, accounting,
insurance, consulting and other transactional advisors specialized in
the AEC industry |
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Investors and analysts with an interest in the AEC business |
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Financial Managers
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Register now / tuition information
Upcoming dates
Email
ZweigWhite Management Education
Contact ZweigWhite Management Education via web form
Call 1-800-466-6275
