Internal Transition Programs

Strategic Planning for Long-Term Firm Continuity

When it comes to ownership succession, every A/E firm faces a unique set of challenges and opportunities. Determining the best path forward requires more than financial data—it requires a deep understanding of your firm’s goals, values, and people.

DM Consulting Group helps firm leaders navigate leadership retirements, partner transitions, and long-term planning with customized strategies rooted in a deep understanding of firm goals and industry dynamics.

Our approach begins with a full assessment of your firm’s financial performance and tax posture, coupled with candid, in-depth discussions with major shareholders and key personnel. From there, we evaluate a range of internal transition strategies to align leadership vision with operational and financial feasibility.

Structuring Internal Transitions with Flexibility, Control, and Tax Efficiency

Our internal transition planning services include the analysis, design and implementation of various ownership transition techniques, such as:

Corporate and Partnership Recapitalizations
Use of ESOPs
Buy/Sell Agreements
Funding of Buyouts
Stock Redemptions
Non-Statutory Deferred Compensation Plans
Custom Bonus or Incentive Compensation Plans

In today’s complex regulatory and tax environment, our experience with closely held A/E firms ensures that your ownership transition plan is both tax-efficient and operationally sound. We ensure your transition is structured for sustainability, value preservation and leadership continuity.