Event Overview

The A/E industry has never faced a more challenging time when it comes to ownership transition and leadership succession. Too many firms rely on programs developed by previous generations of owners and leaders without regard to the current challenges facing the next generation of leaders and owners. With a huge wave of aging baby-boomers approaching retirement, a much smaller demographic of successors, and a tough economic climate, firms MUST understand ALL the options available if they want to transition ownership and leadership successfully.

This workshop will cover the various tools and models available for successful ownership transition and how to identify which ones will work best for your company. You’ll also learn about what companies are doing to ensure that they create an environment for successful leadership transition.

This workshop is conducted by ownership transition planning consultants and accredited business appraisers who have assisted hundreds of architecture, engineering and environmental firms through the ownership and leadership transition process. The interactive program draws from the presenters’ extensive experience, ZweigWhite’s latest research data, and utilizes actual case studies. Class sizes are kept small to allow ample time for discussion of participants’ unique circumstances and challenges.

Register now / tuition information
Upcoming dates

This workshop will cover the following:

• Why is ownership and succession planning so important?
The impact of shifting demographics The value of options and flexibility

• What does ownership mean in A/E firms?
Compensation vs. Return on Investment Management vs. Corporate Governance Partnership Models vs. Corporate Models

• Assessing ownership tools
Direct Purchase Plans Stock Bonus Plans
Company – assisted financing plans
Leveraged Recapitalizations

• Equity-based Compensation
Employee Stock Purchase Plans Incentive Stock Options Qualified Plans
Non-Qualified Plans Stock Appreciation Rights/Phantom Stock Restricted Stock

• Leadership Planning
Is your organization conducive to developing leaders? Steps to take now to ensure a smooth transition

• Creating an accountable culture
Aligning incentives to encourage the appropriate behavior Are incentives meaningful?

• Company Stock Valuation
Methods for valuation Factors that influence/detract from value Maximizing value and minimizing volatility

Your course fee includes a seminar workbook, continental breakfast, lunch and refreshments on the day of the event. Plus, you’re invited to network with program presenters and other attendees from forward-thinking AEC and environmental consulting firms.
 

Who Should Attend

• Presidents, CEOs, CFOs, COOs of architecture, engineering, planning, environmental consulting, and construction businesses
• AEC firm owners and aspiring owners
• Legal, accounting, insurance, consulting and other transactional advisors specialized in the AEC industry
• Investors and analysts with an interest in the AEC business
• Financial Managers

Register now / tuition information
Upcoming dates

Email ZweigWhite Management Education
Contact ZweigWhite Management Education via web form
Call 800-466-6275