Sell-Side | Before the Deal: Positioning Your Firm to Sell with Confidence & Clarity
The Ownership Transition Series: A 3-Part Sell-Side Playbook
This session is Part 1 of our 3-part series. Join us for the complete series to ensure your firm’s legacy and value are protected.
Part 1: Before (You Are Here)
Positioning Your Firm to Sell with Confidence & Clarity
Part 2: During
Managing Diligence, Negotiations, and Buyer Expectations
Part 3: After
Transitioning for Continuity and Legacy Preservation
To set yourself on a path to success, the M&A process should begin well before a firm enters the market. Join experts from Stambaugh Ness and Zweig Group as we help sellers prepare for the demands of the merger and acquisition journey.
We’ll explore the characteristics that make an AEC firm attractive to buyers: strong project controls, consistent financial reporting, reliable backlog, scalable operations, and a healthy culture. Join us to learn how sellers can proactively strengthen these areas.
Positioning your firm isn’t just about the deal—it’s about what happens beyond the legacy. See how Wolverton & Associates navigated this pivotal point here.
Learning Objectives:
- Understand what makes an AEC firm appealing to buyers and how to strengthen your firm’s value drivers.
- Learn how to identify and address common pre-deal issues that lead to price reductions or delayed closings.
- Gain a framework for aligning owners on strategic, financial, and personal objectives before entering the market.
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.
Our Presenters
CPE: 1 NASBA Credit
Prerequisites: None
Advanced Prep: None
Credit Type: Business Management & Organization
Program Level: Basic
Delivery Method: Group Internet-Based