Ownership transition is one of the most significant strategic decisions an architecture and engineering (A/E) firm will face. Whether transitioning ownership to the next generation of leaders, establishing an employee-owned structure, pursuing a merger or acquisition or planning an exit for current owners, a successful transition requires careful planning well before ownership changes hands.
This webinar will explore the key considerations for developing an ownership transition strategy that supports both current owners and the future of the firm. Attendees will learn how to balance the financial objectives of departing owners with the long-term needs of the business, employees and clients. Through practical examples and lessons learned from A/E firms, the session will address common transition challenges and strategies for preserving firm culture, maintaining client relationships, developing future leaders and long-term value.
In this webinar, attendees will:
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For questions or assistance with registration, please call 315.472.9127 or email DMAssociates@dmconsulting.com.
Samuel M. Lyon, CPA is a principal at DM Consulting Group with over 11 years of experience advising architecture and engineering (A/E) firms on business valuation, ownership transition and strategic tax planning. He helps firm owners navigate complex transition decisions, including valuation and succession planning, while developing tax strategies tailored to design firms and their owners. Samuel also specializes in maximizing R&D tax credits and other incentives available to the A/E industry.
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