DM Consulting Group

Menu
Menu
DM Consulting Logo in blue and orange
Menu
Menu

Ownership Transition Planning Seminar
MAR 5 | 9am – 5pm EST

Days
Hours
Minutes
Seconds
Full Day Virtual Seminar Graphic
Category

Ownership Transition Planning Seminar
MAR 5 | 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: March 5, 2026

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

Michael Reilly photoMichael Reilly is a principal of DM Consulting Group and brings 46 years of experience in corporate tax consulting, business valuation and mergers and acquisitions. Mike has earned a national reputation in valuing and developing strategic ownership transition plans for professional design firms. He is heavily involved in providing litigation support for testimony in valuation court cases and has developed an expertise in utilizing employee benefit plans and life insurance for ownership transition planning.

View Bio >

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.

Add to Calendar