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Valuation of a Professional A/E Firm
OCT 14 | 1pm – 4pm EST

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Valuation of a Professional A/E Firm
OCT 14 | 1pm – 4pm EST

Knowing the value of your firm is critical for ownership transition, whether internal or external. This session helps architects and engineers interpret financial statements, assess profitability, benchmark performance and explore the business valuation process specific to professional design firms.

Key Takeaways:

  • Identify and explain financial statements for a professional design firm and understand the differences between cash and accrual accounting methods, including the pros and cons of each.
  • Calculate and interpret key financial ratios used to manage profitability, and compare your results with industry standards.
  • Describe the business valuation process for a design firm, including asset, income, and market approaches for determining value.

Details & Registration

 

Virtual Seminar

Date: October 14, 2025

Time: 1:00 PM – 4:00 PM EST

Cost: $400 per person

  • Receive a 20% discount for each additional registrant from the same design firm.
  • Full refunds will be allowed up to 7 calendar days before the seminar.

Professional Credits: This program is registered with both the RCEP and the AIA and qualifies for 3 PDHs for Engineers (except in NY & FL) and 3 LUs for Architects.

Secure your spot by registering online TODAY!

$400.00Add to cart

For questions or assistance with registration, please call 315.472.9127 or email DMAssociates@dmconsulting.com.

Presenter

Charla Roth PhotoCharla A. Roth, CPA, is an audit partner at the firm, with over 23 years of experience serving architecture and engineering (A/E) firms. She specializes in helping clients improve financial performance, increase profitability and strengthen the value of their businesses. Charla has extensive expertise in interpreting and analyzing A/E financial statements and key performance metrics to drive strategic decision-making. She is also highly experienced in FAR compliance, overhead rate audits and government contracting, including overseeing audit services for the New York State Department of Transportation (NYSDOT).

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Location & Access

This seminar will be conducted using a live virtual platform, giving participants the opportunity to engage directly with the instructor in real-time. To create a dynamic and interactive experience, our speaker will be on video, and we encourage all attendees to join with their cameras on to replicate the face-to-face connection of our live seminar setting.

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