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Ownership Transition Planning & Techniques for a Professional A/E Firm
OCT 21 | 1pm – 4pm EST

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Ownership Transition Planning & Techniques for a Professional A/E Firm
OCT 21 | 1pm – 4pm EST

Every firm faces the need to transition ownership at some point. This seminar equips participants with the knowledge to evaluate various transition techniques, execute mergers or acquisitions effectively, and understand the critical components of a well-structured buy-sell agreement.

Key Takeaways:

  • Identify and compare ownership transition options, including cross-purchases, redemptions, recapitalizations, ESOPs, deferred compensation arrangements, and phantom stock plans.
  • Understand the essential considerations for positioning your firm for a successful merger or acquisition, and what steps to take throughout the process.
  • Recognize the key provisions of an effective shareholders’ restrictive stock transfer agreement (buy-sell agreement) to protect both owners and the firm.

Details & Registration

 

Virtual Seminar

Date: October 21, 2025

Time: 1:00 PM – 4:00 PM EST

Cost: $400 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 3 PDHs for Engineers (except in NY & FL) and 3 LUs for Architects.

Secure your spot by registering online TODAY!

$400.00Add to cart

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

Presenter

Charla Roth PhotoCharla A. Roth, CPA, is an audit partner at the firm, with over 23 years of experience serving architecture and engineering (A/E) firms. She specializes in helping clients improve financial performance, increase profitability and strengthen the value of their businesses. Charla has extensive expertise in interpreting and analyzing A/E financial statements and key performance metrics to drive strategic decision-making. She is also highly experienced in FAR compliance, overhead rate audits and government contracting, including overseeing audit services for the New York State Department of Transportation (NYSDOT).

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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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