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Ownership Transition Planning Seminar
NOV 18 | 9am – 5pm EST

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Ownership Transition Planning Seminar
NOV 18 | 9am – 5pm EST

This nationally recognized seminar gives architecture, engineering and design firm owners the tools to maximize value, protect their legacy and plan a successful ownership transition. Learn proven strategies from expert consultants and walk away with actionable steps you can implement immediately. Don’t leave succession to chance—secure your spot today!

Details & Registration

Virtual Seminar

Date: November 18, 2025

Time: 9:00 AM – 5:00 PM (EST)

Cost: $795 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 6.5 PDHs for Engineers (except in NY & FL) and 7 LUs for Architects.

Secure your spot by registering online TODAY!

$795.00Add to cart

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

Agenda

Morning Sessions

  • Understanding Your Firm’s Financial Statements
  • Financial Ratios Critical to Valuation and Ownership Transition
  • Methods of Valuation for a Design Firm
  • Case Study

Break

Afternoon Sessions

  • Case Study (Continued)
  • Ownership Succession Planning for Design Firms
  • Ownership Transition Planning Techniques
  • Buy/Sell Agreements

Presenter

Victor Vaccaro photoVictor Vaccaro, Jr. is a principal at DM Consulting Group with over 28 years of experience providing business valuation and ownership transition consulting services to architectural and engineering firms. He regularly performs valuations for mergers and acquisitions, internal ownership transfers and for gift and estate tax purposes.

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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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