AEC Ownership & Leadership Transition
Prioritizing people throughout the transition process.
How and when you transition your firm are deeply personal decisions. Although every situation is unique, the goal of each succession plan is to bring peace of mind and confidence in the future.
SN’s lead-with-people approach to ownership and leadership transition prioritizes your biggest asset—your people. Our experts understand the influential role that people play in the transition process and the impact they can have on overall success. Solutions that prioritize people—we call that a winning combination.
Business Improvement Services
Strategies for Improvement
Whether you are developing next-gen leadership inside your firm or positioning it for potential acquisition, business improvement is an important part of the transition process. SN services can help increase your company’s value and strengthen its culture.
Financial Transaction Services
Financial Steps Along the Journey
Owning a business requires significant dedication and consistent attention to both the high-level items and the not-so-high-level ones. Transitioning ownership comes with tremendous responsibilities and lots and lots of details. SN’s AEC Strategic Growth experts guide you through each phase with financial transaction services, including:
Strategies for Improvement
Whether you are developing next-gen leadership inside your firm or positioning it for potential acquisition, business improvement is an important part of the transition process. SN services can help increase your company’s value and strengthen its culture.
Financial Steps Along the Journey
Owning a business requires significant dedication and consistent attention to both the high-level items and the not-so-high-level ones. Transitioning ownership comes with tremendous responsibilities and lots and lots of details. SN’s AEC Strategic Growth experts guide you through each phase with financial transaction services, including:
Success Story
Bettisworth North Architects and Planners
Decades of Strategic Guidance Secure Firm’s Future and Operational Leadership
What began with one founder exploring his options at 65 has evolved to become a 30+ year succession roadmap, anchored by three future firm leaders, each a decade apart.
“We needed a holistic advisor; unlike the lawyers and other advisors we had consulted.”
“We needed help putting a deal together and understanding the implications of a stock purchase versus an asset purchase, for example. Brad and his team got it, knew what we were looking for, and helped us identify key issues that we did not even have on our radar.”
Jimmy Sellers
Co-President
Ecological Associates
The People Behind Our Passion
Featured Article
The Link Between Talent & Internal Ownership Transition
Kate Allen, PE, MBA
If your exit strategy is internal, intentionally integrating a sustainable approach to leadership and ownership transition into your culture isn’t optional — it’s essential.
Featured Webinar
Designing a Smooth Ownership Transition for Your AEC Firm
Explore how to build a culture of internal ownership, develop strong team dynamics, and establish governance structures that promote long-term stability.
Industry Conference
M&A Next Symposium
September 28-29 • Park City, UT
Zweig Group and Stambaugh Ness co-host the premier AEC M&A event — connecting buyers and sellers with deep dealmaking intelligence and practical, actionable insights.