Ownership Transition & Valuation Denver – September 13th

Ownership Transition & Valuation Denver – September 13th


Ownership Transition and Valuation for A/E Firms

AIA Approved for 3 Learning Units


Seminar Hours 9:30-12:30


Program Highlights



  • Strategies for Financing the Transition

  • Rule of thumb valuation multiples

  • Sample valuation exercise

  • 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

  • Potential Owners


Additional Locations & Dates
Santa Monica July 18th – Atlanta July 30th – Boston July 25th
Philadelphia August 1st – New York September 6th
San Francisco September 12th – Denver September 13th
Chicago October 3rd  – Newport Beach October 11th
Orlando October 17th – New Orleans November 8th
Minneapolis November 14th – Portland December 5th


FAQs 
Is this seminar appropriate for potential owners?
Yes – potential owners will find this seminar to be invaluable


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