Many leaders of today’s A/E firms are nearing retirement, and the value of their firm will constitute a sizable portion of their retirement proceeds. But the challenge is unlocking that value by ultimately either “selling down” to the next generation of leaders and owners or “selling out” to a larger design firm.

 

Most sole owners, majority owners, and partners of privately held A/E and environmental consulting firms are concerned how they will eventually exit from their firms. Many have delayed addressing the issue of ownership transition because of the steady growth and rewards they achieved during the country’s building and construction boom over the last decade. But how about today? In the midst of a recession impacting all types of design firms, this webinar highlights the trends and tactics available to owners seeking a successful internal or external transition plan.

Many leaders of today’s A/E firms are nearing retirement, and the value of their firm will constitute a sizable portion of their retirement proceeds. But the challenge is unlocking that value by ultimately either “selling down” to the next generation of leaders and owners or “selling out” to a larger design firm.

 

Most sole owners, majority owners, and partners of privately held A/E and environmental consulting firms are concerned how they will eventually exit from their firms. Many have delayed addressing the issue of ownership transition because of the steady growth and rewards they achieved during the country’s building and construction boom over the last decade. But how about today? In the midst of a recession impacting all types of design firms, this webinar highlights the trends and tactics available to owners seeking a successful internal or external transition plan.
 
List of topics

Sole owners, majority owners, partners and younger associates and project managers of A/E firms of all sizes and disciplines seeking to learn more about various ownership transition alternatives.

 

Special Offer: Free 30-minute ownership transition consultation!
If you have specific questions or issues that you would like to explore in more depth, you can sign up to schedule a free consultation with one of the presenters. Available to webinar registrants by appointment. Call Michelle Maynard at 1.800.466.6275 for details and/or to schedule your appointment.

Steve specializes in corporate financial advisory services, including mergers and acquisitions, business valuations, ownership transition plans, and strategic planning for engineering, architecture, environmental consulting, and construction firms. He leads ZweigWhite's merger and acquisition practice and has advised on a wide number of A/E transactions, representing both buyers and sellers. Prior to joining ZweigWhite, Steve was an investment banking associate with Deutsche Banc Alex. Brown in McLean, VA, where he was responsible for capital raising, restructuring, and merger and acquisition assignments for companies in the Mid-Atlantic region. Steve received a Bachelor of Science (BS) degree in Finance from Penn State University and a Master of Business Administration (MBA) degree from the Cornell University Johnson Graduate School of Management. He earned the prestigious Chartered Financial Analyst (CFA) designation, having completed the three-year program of study and examinations concentrating on securities valuation and investments. He is a member of the CFA Institute and the Washington Society of Investment Analysts.

 

 

Michael is a principal in the Washington, DC office of ZweigWhite. He leads ZweigWhite's merger and acquisition practice and specializes in corporate financial advisory services including business valuation, fairness and solvency opinions, mergers and acquisitions, internal ownership transition consulting, ESOPs, and strategic planning. Michael formerly served as a vice president in the Los Angeles office of Houlihan Lokey Howard & Zukin. Drawing on more than 12 years of investment banking experience including, business valuation, corporate finance, mergers & acquisitions and strategic financial advisory, he has consulted with more than 400 companies from many industries. Prior to joining Houlihan Lokey Howard & Zukin, Michael was at T.D. Capital recommending mezzanine and equity investments in second and third stage start-up companies and assisted in managing $300 million investment portfolio of companies in the telecommunications industry. Michael received his Master of Business Administration (MBA) from the Cornell University Johnson Graduate School of Management and Bachelor of Science (BS) in Business Administration with a concentration in Finance and Real Estate from California State University, Northridge.