Sell-Side | During the Deal: Managing Diligence, Negotiations, and Buyer Expectations

July 16, 2026
02:00pm-03:00pm EDT
At Your Desk, GoToWebinar

The Ownership Transition Series: A 3-Part Sell-Side Playbook

This session is Part 2 of our 3-part series. Join us for the complete series to ensure your firm’s legacy and value are protected.

From the moment M&A conversations begin until the transaction closes, sellers must navigate a complex and often winding path.

Join Stambaugh Ness M&A experts for this webinar where we’ll outline exactly what sellers should expect, from document requests and financial reviews to operational interviews, site visits, and technology assessments.

We’ll also break down common red flags buyers identify during diligence, such as revenue recognition practices, backlog quality, inconsistent project management, and misaligned compensation structures. Join us to learn how you can proactively mitigate these risks to protect your firm’s value.

Learning Objectives:

  • Learn how to prepare for and navigate a thorough, AEC-specific due diligence process.
  • Understand the red flags buyers prioritize and how to proactively mitigate or explain them.
  • Gain strategies for maintaining stability with employess and clients while under NDA.
A successful transition requires more than just a buyer; it requires a strategic plan. Discover how we support firm owners with a continuum of services—from Succession Planning and Valuations to final transaction advisory.

CPE: 1 NASBA Credit

Prerequisites: None
Advanced Prep: None
Credit Type: Business Management & Organization
Program Level: Basic
Delivery Method: Group Internet-Based