Sell-Side | During the Deal: Managing Diligence, Negotiations, and Buyer Expectations
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.
Part 1: Before
Positioning Your Firm to Sell with Confidence & Clarity
Part 2: During (You Are Here)
Managing Diligence, Negotiations, and Buyer Expectations
Part 3: After
Transitioning for Continuity and Legacy Preservation
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.


