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Many discussions of ownership transition start with program design questions such as valuation, how long it takes, and how to finance ownership transition. Many programs are developed solely from the…

An internal ownership transition should mark the satisfying end of an era for one generation and an exciting opportunity for the next generation. A peaceful winding down to retirement or…

Great project managers plan their projects to achieve a specified profit target on day one and then manage to that goal. This is what Planifi Project Executive Don Archibeque refers…

A business valuation is the foundation of any corporate or shareholder decision. A valuation will need to be completed whether you are selling your company, creating management incentives or interested…

Marketing planning is hard! It’s even more challenging in the rapidly-evolving business environment. If we’ve learned anything in the last 18 months, it’s that we need to plan with a…

Major changes continue to swirl and mount all around us, but which ones are permanent? Which ones can we take the time to evolve with, and which ones do we…

In a virtual world with no in-person meetings or conferences, marketing had to pivot dramatically. Many of the static advertisements that people have relied on forever were nullified. What can…

Available on 9/1 Over the past year, your online presence has become your engine of growth. If your professional services firm wants to win and retain business, you need a…

Design firms face risk every day. At times, the practice of architecture or engineering can feel like a minefield. The purpose of this course is to help guide design professionals…

EJCDC® CMA‑050 is not itself part of the Bidding Requirements, a Bidding Document, or a construction Contract Document. Instead, the information gathered by using this form will be used by the…