Successful Ownership Transition Strategies: One-Day Seminar

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At some point, every firm owner must wrestle with the challenge of ownership transition. There are a number of paths you may take, each with their respective pros and cons. Should you sell or merge with a larger firm? Could you recapitalize the firm with outside equity? Is an internal transition to the next generation of firm leaders a possibility? Would an employee stock ownership plan be feasible?

The partners at ROG+ have assisted hundreds of firms in navigating the ownership transition process over the last twenty years. This hands-on workshop was developed based on that real-world experience and is designed to help owners decide upon the best ownership plan for their firm and execute on that plan.

This intensive one-day program will cover:

  • The available options for ownership transition and the pros & cons of each
  • Ownership structure norms and trends in the A/E industry
  • Approaches to establishing your company’s stock value
  • Ways to facilitate an internal transition to the next generation
  • How employee stock ownership plans (ESOPs) work
  • Corporate governance and management structures
  • Balancing incentive compensation with owner return on investment
  • Preparing and marketing your firm for a sale or merger


“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


Your registration fee is only $795 and includes the seminar, breakfast, and lunch. The fee does not include your hotel room. Please be sure to call the Arizona Grand Resort, the host hotel at (877) 800-4888 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.

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Cancellations are 100% refundable up until noon ET Wednesday, September 4th, 2019.


The Successful Ownership Transition Strategies Seminar will be held at the Arizona Grand Resort. Please make your reservations as soon as possible as availability is not guaranteed. To make a reservation, call the hotel directly at (877) 800-4888.

Arizona Grand Resort
8000 S Arizona Grand Parkway
Phoenix, Arizona 85044
(877) 800-4888


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