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In this 90-minute recorded webinar, industry consultant and business appraiser Ian Rusk covers the key elements to successful ownership transition planning, including:
- Identifying the goals/objectives of your ownership plan
- Appropriately valuing your company's stock
- Valuation formulas and when and how to use them
- Financing options for buyers and sellers
- Forecasting and modeling a transition
- Key elements of a buy/sell agreement
- Other transition options and alternatives
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Developing an ownership plan in a privately held A/E or environmental consulting firm can be a daunting challenge. Many professionals are looking out over the next 4-8 years and realizing that a significant percentage of their firm's owners will be divesting over that period of time. Will your firm be able to manage such a transition? How do you ensure that the current owners will be able to recapture their equity, that aspiring owners can buy in affordably, and that the company can prosper all the while?
The answer is that it takes careful planning, and soon! There is no time to waste. In this 90-minute recorded webinar, industry consultant and business appraiser Ian Rusk covers the key elements to successful ownership transition planning, including:
- Identifying the goals/objectives of you ownership plan
- Appropriately valuing your company's stock
- Valuation formulas and when and how to use them
- Financing options for buyers and sellers
- Forecasting and modeling a transition
- Key elements of a buy/sell agreement
- Other transition options and alternatives
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
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Ian Rusk, ASA Executive Vice President, ZweigWhite
Ian Rusk is an AEC business consulant and an accredited business appraiser with 20 years of finance experience. He has spent the last 10 years at ZweigWhite where he has provided financial advisory consulting services to hundreds of AEC firms large and small throughout the U.S. and abroad. Ian is a frequent speaker at various industry conferences and events, including the AIA Annual Convention and the ACEC Annual Convention, and conducts numerous seminars nationwide on a variety of management topics and disciplines, including business valuation, mergers and acquisitions, ownership transition planning, and financial management.
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