DM Consulting Group

ownership transition

Strategic Planning for a Smooth Succession

Transferring ownership of your design firm is one of the most critical milestones in your professional life. It’s a complex process involving tax strategy, cash flow planning, governance and alignment of stakeholder interests. With over four decades of specialized experience, DM Consulting Group is a trusted partner for A/E and environmental consulting firms navigating internal and external succession planning.

We partner with firm leaders and key stakeholders to develop tailored transition strategies that maximize value, minimize tax impact and ensure long-term continuity. Our customized approach addresses the full spectrum of ownership transition strategies, including:

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