AE 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 the value of your company 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:
- Valuation
- Tax strategies
- Transition model
- Buy/sell agreement
ESOP
Ownership Evolution that Empowers
An ESOP offers a powerful solution for exiting owners to achieve their retirement goals while empowering employees with a stake in the company. SN integrates advanced ESOP advisory with extensive expertise in architecture and engineering, assisting you in using ESOPs to facilitate a smooth leadership transition, strengthen company culture, and enhance both employee engagement and recruitment efforts.
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 the value of your company 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:
- Valuation
- Tax strategies
- Transition model
- Buy/sell agreement
Ownership Evolution that Empowers
An ESOP offers a powerful solution for exiting owners to achieve their retirement goals while empowering employees with a stake in the company. SN integrates advanced ESOP advisory with extensive expertise in architecture and engineering, assisting you in using ESOPs to facilitate a smooth leadership transition, strengthen company culture, and enhance both employee engagement and recruitment efforts.
