Trends in Internal Ownership Transition Planning for Design Firms

Engineering firm mergers and acquisitions are announced daily. But what about the firms that want to remain employee-owned? This program is designed for current and future owners seeking an understanding of current industry trends and how to structure a win-win internal buyout for all stakeholders.

Learning objectives:

• Learn commonly used methods for valuing a business, including the asset, market, and income approaches and the underlying financial factors that impact firm value.
• Better understand the link between their firm’s financial performance and creating a financially sustainable ownership transition plan.
• Gain exposure to the different strategies available to achieve an internal buyout and how engineering firm buyouts are typically structured

Presenter: Matthew K. Fultz, ASA and Ryan Beach, Matheson Financial Advisors