Half-Day Seminars
Accelerate Your Knowledge. Strengthen Your Firm.
Our half-day seminars combine expert instruction with practical applications to equip A/E professionals with the tools needed to strengthen firm value, plan for the future and make informed decisions. Whether you’re preparing for ownership transition or seeking a deeper understanding of your firm’s financial health, these seminars provide the knowledge and confidence to act strategically.
Seminar Topics
- Valuation of a Professional A/E Firm – Learn how to interpret financial statements, benchmark performance, and navigate the valuation process to understand your firm’s true value.
- Ownership Transition Planning & Techniques for a Professional A/E Firm – Explore practical strategies for ownership transition, mergers and acquisitions, and key elements of buy-sell agreements to protect your firm and its owners.
Why Attend?
- Gain the skills to interpret financial statements, evaluate profitability, and benchmark performance against industry standards.
- Discover proven strategies for succession planning, mergers, acquisitions, and structuring effective buy-sell agreements.
- Leave with practical, implementable steps to strengthen your firm, protect its legacy, and achieve your personal and professional goals.
- Tap into the insights of consultants with deep experience in the A/E sector, delivering guidance tailored to your firm’s unique needs.
Our seminar is registered with the AIA's Continuing Education System for 3.0 AIA Learning Unit Hours.
Our seminar is registered with the Engineering Registered Continuing Education Program for 3.0 PDHs in all states except Florida and New York.
