Ownership Transition: How to Ensure Your Firm’s Future - 1.0 PDH (LA CES/non-HSW)
Recorded On: 02/22/2024
- Registration Closed
Dive into the world of ownership transition! Explore ownership transition trends and learn creative strategies from expert panelists. Discover common pitfalls that can hinder success, such as delaying plan development, choosing the wrong candidates for ownership, or overvlauing your firm. Enhance the value of the process with internal transitions, ESOPs, Mergers & Acquisitions, or a combination of these strategies. Don't miss this insightful webinar on successful succession in business.
Learning Objectives:
At the end of course participants will learn:
- How to design and implement an ownership transition program that best fits your firm’s values and culture.
- How to maximize your firm’s worth.
- How to establish clear performance criteria for candidates for ownership and choose the appropriate transfer mechanisms.
- How to identify and nurture the next generation of leaders.
Bill Mandel
Partner, Architecture, Engineering & Design Professional Firms, Business Succession Planning
Fox Rothschild LLP
Bill represents architecture, landscape architecture,engineering, environmental design and other professional services firms. Billis considered a go-to source for strategic counsel regarding ownershiptransition planning, including internal transactions, mergers and acquisitions,and Employee Stock Ownership Plans. For more than 30 years, he has helpeddevelop ownership transition programs for leading professional service firmsnationwide and speaks extensively on the topic. Bill co-authored the definitivework on ownership transition, “Architects Essentials of Ownership Transition,”with contribution by Laura Howard and published by John Wiley and Sons and theAmerican Institute of Architects. Bill is also a licensed CPA.
Laura Terry Howard
Partner, Architecture, Engineering & Design Professional Firms, Business Succession Planning
Fox Rothschild LLP
Laura serves as a trusted business adviser to hercorporate clients, including architects and engineers, with whom she worksclosely to identify, assess and resolve legal issues involving employment,contract and ownership transition issues. Laura assists clients through thecorporate life cycle, addressing formation issues in the start-up phase onthrough to developing and implementing an exit strategy. She has experience ingeneral corporate counseling, mergers and acquisitions, corporate finance and ownershiptransition and provides practical solutions to her clients’ legal challenges.Laura has handled transactions ranging in size from $1 million to more than$300 million in enterprise valuee.
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