Structuring the Ownership Transition in Your A/E/P or Environmental Consulting Firm, A Video Conversation with Colvin Matheson, CFA |
| In too many cases, A/E/P and environmental consulting firms adopt ownership transition plans that don't reward retiring owners enough or cause too much financial strain on incoming owners and the firm's cash flow. Yet with 78% of principals in this industry intending to sell their shares of ownership internally, there needs to be a better way to structure internal ownership transitions. Join Colvin Matheson, CFA, and gain the tools to create a successful ownership transition plan for your firm.
Nowadays, most A/E/P and environmental consulting firms have some kind of ownership transition plan. But in too many cases firms adopt plans that don't reward retiring owners enough or cause too much financial strain on incoming owners and the firm's cash flow. With over 75% of principals in this industry intending to sell their shares of ownership internally (ZweigWhite's 2001 Principals, Partners & Owners Survey), there needs to be a better way to structure internal ownership transitions!
Find out if your A/E/P or environmental consulting firm is on the right track for ownership succession. In this one-hour video, Colvin Matheson, CFA- ZweigWhite's valuation and ownership transition expert- shows how to create a successful ownership transition plan for your firm. He addresses common misconceptions about ownership transition planning and suggests how to overcome the challenges firms experience when pursuing an internal transition. You'll learn why certain ownership transition plans are unsuccessful, how to create an ownership-oriented culture, how to reconcile the interests of sellers and buyers, the steps to crafting an effective buy-sell agreement, and more!
This video is essential viewing for any forward-looking owner or principal who wants to get the money they deserve from their firm, allow the next generation of owners to thrive, and make sure the firm endures well into the future.
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- Get a complete tutorial on developing an effective ownership transition plan.
- Find out the best time to put together your plan.
- Get tips on structuring the financing and terms of stock transactions.
- Find out who should be offered stock... and why!
- Learn how to overcome the differing interests of sellers, buyers, and the firm.
- Gain real insight on why many OT plans fail, and learn how to avoid the same mistakes!
| Video (VHS) |
60 Minutes
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Item #:
Price: |
1929868154
$149.00 |
ZweigWhite | |
