
Ownership Transfers
Valuation for Internal Ownership Transition
Valuing a professional design firm is a critical first step in developing a successful internal ownership transition plan. An accurate, well-supported valuation ensures a fair price for selling shareholders while offering an attainable path to ownership for the next generation of firm leaders.
Unlike traditional businesses, design firms require a specialized valuation approach. At DM Consulting Group, we specialize in business valuations tailored to the unique characteristics of professional design firms. Our process evaluates key intangible assets, such as leadership strength, client concentration, industry specialties, marketing, backlog and a host of other factors. With decades of experience and hundreds of valuations completed nationwide, we deliver insights that support realistic and sustainable transitions.
Supporting Your Transition Plan at Every Stage
Whether you’re in the early stages of succession planning or deep into the transition process, our valuations provide consistency and clarity at every step. DM Consulting Group is often retained to:
- Establish a firm’s initial baseline value
- Conduct periodic updates as ownership stages progress
- Support shareholder negotiations and equity structuring
- Inform financing strategies and retirement planning
- Serve as a third-party resource for boards and stakeholders
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