The Power of Putting People First
Transitioning your business is inevitable, but planning an exit can be overwhelming and often focuses solely on the financial transaction, ignoring the critical people element. At SN, we approach transition holistically and help you navigate the complexities behind both the numbers and people to minimize risk and optimize successful outcomes.
You’ll notice that our native language is AE. We’re not advisors who happen to have AE clients. Rather, our team lives and breathes the AE industry. What you’ll experience is a unique collaboration with professionals who have worked on the industry front lines and gained unparalleled insight and understanding.
SN has been on both sides of the negotiation table and delivers real-world guidance on mergers and acquisitions, selling your business, enhancing firm performance and value, and developing your next generation of leaders. Let our skills help you make the best decisions for you and your firm.
Explore transition strategies that deliver confidence and ignite your future.
Collaborating for Success
The process of buying or selling an AE firm can be simultaneously daunting and exhilarating. In the world of M&A’s, a relationship status can quickly be categorized as “it’s complicated”.
Working with AE clients in all 50 states, SN’s transition specialists guide you through this process of creating enhanced value and strategic growth. From finding your ideal match to closing the deal, and beyond, you are partnered with a team that delivers confidence in the future you envision.
Launch Your Next Move
Ownership transition is absolute, it happens whether a business is ready or not. For the people involved it can be one of the most critically important decisions they ever make, both for themselves and their firm. Yet, even with this certainty, it’s a responsibility that often ends up at the bottom of the “to do” list.
Succession can be a smooth and rewarding experience. You just need the right team and the right tools. With that in mind, SN built a team of AE advisory specialists that bring a deep understanding of the industry and a passion for helping you achieve your personal aspirations while positioning the organization for continued success.
When People Succeed, the Business Succeeds
The secret behind a sustainable AE firm is not only great design, but solid business practices. And behind those business practices is the foundation of every firm, its people. We rely on “human capital” to create and sustain the businesses we invest so much of our lives in.
From assessment to training to coaching and development, SN’s team of strategic transition experts can set you up for success from the insight out. Together, we will develop people and processes that position your firm for the future.
Industry Insight and Skill
Kate Allen, PE, MBA
Director, AE Advisory
Kate’s 25 years of experience in the Architecture and Engineering industry includes leadership roles as a Consultant, Principal-in-Charge, and National Engineering Director. Her primary focus is on helping clients with transition strategies including ownership transition and mergers and acquisitions. Kate applies a “lead with people” approach as she partners with firms to successfully anticipate and prepare for their future.
Scott is recognized as an authority in financial management, tax, and government contract consulting for architectural and engineering firms. His advanced experience in the application and interpretation of the Federal Acquisition Regulation (FAR), AASHTO Audit Guide, Cost Accounting Standards, and AE tax issues guides firms towards minimizing tax obligations and boosting profitability.
Kristi Weierbach, Ph.D., SPHR, SHRM-SCP
Managing Director, Workforce Advisory
Kristi focuses her extensive expertise on helping clients design a workforce that is not only prepared for the future, but one that leverages disruption to thrive and succeed. Weaving together a unique blend of anticipatory tools and insights with practical solutions, Kristi provides clients with an organizational architecture that empowers them for the NextGen.
Brad Wilson, CMA, CDA
Director, AE Consulting
Brad’s 30+ year career spent working with architecture and engineering (AE) firms includes his most recent role as Partner with TWO CPAs & Consultants, Inc., as well as being a Consultant with PSMJ Resources for 17 years. Additionally, after serving as an outsourced CFO and controller for numerous firms, Brad has deep firsthand knowledge of how to develop and execute successful finance and accounting practices in the AE industry.
Jeff Adams, CPA
Director, Mergers & Acquisitions
During his nearly 30-year career, Jeff has gained extensive experience overseeing strategy and operations relative to accounting, financial planning, and analysis. Prior to joining SN, he served in multiple executive leadership roles within the AE industry where he played a pivotal part in leading his firm through a successful acquisition process.