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.
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.
You will be directed to our SPI platform; simply click Enroll to sign in. New users: click the Register link at the bottom of the pop-up for instant access.
