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

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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

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 Michael O’Brien and Carl von Hake 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 & Speaker Introductions
8:45 – 10:00:  A/E Business Valuation Fundamentals
10:00 – 10:15: Break
10:15 – 11:15: A/E Business Valuation Trends
11:15 – 11:45: Ownership Models & Methods
11:15 – 12:00: Developing Your Internal Stock Market & Addressing Transition Challenges
Afternoon Session
12:00 – 1:00:  Lunch
1:00 – 2:00:  Valuation & Ownership Transition Case Studies
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 $795 (price increases to $895 on April 18th) and includes the seminar, breakfast, and lunch. The fee does not include your hotel room. Please be sure to call the Four Seasons Hotel, the host hotel at (314) 881-5757 and reference the ROG Seminar to book your room. The hours for the one day Seminar are 8:00 am to 4:30 pm including one half-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 Thursday, April 18, 2019.


The Ownership Transition Strategies Seminar will be held at the Four Seasons Hotel in St. Louis, MO. Rusk O’Brien Gido + Partners has secured a block of rooms for seminar attendees at the special room rate of $219 per night. Please make your reservations as soon as possible and before Thursday, April 18th as availability is not guaranteed. To make a reservation, call the hotel directly at (314) 881-5757 and identify yourself as an attendee at the ROG OT Seminar.

Four Seasons Hotel
999 North 2nd Street
St Louis, MO 63102
(314) 881-5757


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