Ownership Transition Strategies for A/E Firm Leaders: A One-Day Seminar


For many A/E and environmental firm owners, planning for a smooth and successful transition of ownership is one of the biggest challenges they will face.  But how does one assess the multitude of options and then select a smart way to formally put in place an exit strategy and sustainability plan for their organization? We can help – you’re invited to spend a day at this enlightening and informative seminar that will address various internal and external options for transitioning ownership in an A/E or environmental consulting firm. Participants will learn:

  • The pros and cons of various transition options
  • How a firm’s valuation will differ under various transition scenarios
  • The basic elements of a “traditional” internal transition plan and timeline
  • How to create ownership demand and interest from a younger generation
  • Is an Employee Stock Ownership Plan a viable model for your firm?
  • The current M&A climate and the process of selling your firm to an external party/buyer
  • The latest trends in incentive compensation & synthetic equity programs
  • Case studies and “lessons learned” of A/E firms that selected various paths
  • A new alternative to an ESOP – same tax advantages, but less costly

It’s common for many A/E owners today to feel like they are “stuck” or simply can’t get traction or buy-in on which course of action to pursue. The truth is, with some planning and preparation, many owners can put in place an effective exit strategy that meets their personal and professional goals. Register today and join principals Ian Rusk and Michael O’Brien from ROG+ Partners as they bring their decades of experience in educating and assisting owners with successful ownership transition alternatives.

“This seminar was fantastic, covering a wide range of ownership transition issues. Presenters
gave insight that will immediately help us deal with current challenges.” – A Recent Chicago Seminar Attendee

The complete agenda is as follows:

Morning Session
8:00 – 8:30:  Registration & breakfast
8:30 – 8:45:  Welcome & industry overview
8:45 – 10:00:  A/E business valuation trends
10:00 – 10:15: Break
10:15 – 11:15: The traditional internal transition plan
11:15 – 11:45: Employee Stock Ownership Plans (ESOPs)
11:15 – 11:45: Developing your internal stock market & addressing transition challenges
11:45 – 12:00: Summary and Q&A
Afternoon Session
12:00 – 1:00:  Lunch
1:00 – 2:00:  Developing your internal stock & addressing transition challenges
2:00 – 2:30:  M&A introduction and climate, overview, goals, objectives & process
2:30-2:45:  Break
2:45 – 4:00:  Deal structures, forms of consideration, cultures, and integration – how to make deals succeed
4:00 – 4:30:  Summary and Q&A


Your registration fee is $895 and includes the seminar, breakfast, and lunch. The fee does not include your hotel room. Please be sure to call the Newport Beach Marriott Hotel & Spa, the host hotel at 888.236.2427 and reference the ROG OT Seminar to book your room. The hours for the one day Seminar are 8:30 am to 4:30 pm including one hour for breakfast and one hour for lunch.

You can register online by clicking on the button below to access a secure on-line registration and payment form – or by calling 800.543.5259 x 4.

Register Now

Cancellations are 100% refundable up until noon ET Monday, September 11, 2017.

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The Ownership Transition Strategies Seminar will be held at the Newport Beach Marriott Hotel & Spa in Newport Beach, California. Rusk O’Brien Gido + Partners has secured a block of rooms for seminar attendees at the special room rate of $189 per night. Please make your reservations as soon as possible as availability is not guaranteed. To make a reservation, call the hotel directly at 888.236.2427 and identify yourself as an attendee at the ROG OT Seminar.

Newport Beach Marriott Hotel & Spa
900 Newport Center Drive
Newport Beach, CA 92660