Go from idea to action faster.

Learn How to Design and Implement the PERFECT Transition Plan for Your AEC Firm

Many AEC leaders spin their wheels trying to apply unproven, flawed, or downright bad transition planning advice provided by well-intentioned accountants or lawyers overly-focused on issues like tax or risk avoidance. This leaves a gaping blind spot on larger strategic issues unique to the AEC industry. 

When establishing a transition plan for your firm, the stakes are too high to get it wrong. The action-oriented strategies and tactics that you take from this Workshop will quickly move you from idea to action PLUS you get benefits that no ordinary "seminar" can match:

1. YOU GET TWO INTENSIVE DAYS + MORE TO KICK-START IMPLEMENTATION
Your registration fee includes two days of instruction as well as a workbook, reference materials, continental breakfast, lunch, coffee breaks on both days, an evening networking reception PLUS access to PSMJ’s AEC Transition Planning Success Workshop Digital Toolbox (including tools, templates, and more). You also get up to two hours of post-program phone and email support with your roundtable facilitator. Your registration fee does not include your sleeping room.

2. YOU GET A COMPLIMENTARY ONE-ON-ONE SESSION WITH YOUR COACH
To maximize the application of what you learn, participants get a complimentary one-hour one-on-one confidential discussion with your facilitator...ask questions about your specific challenges, get clarification on Workshop topics, or get advice on anything else keeping you up at night!

3. YOU GET OUR GUARANTEE THAT WE'LL MOVE THE NEEDLE AT YOUR FIRM—OR YOUR MONEY BACK
This Workshop means business—better results for both you and your firm. We’re confident it can help you, as it has for thousands of AEC firm leaders since 1974. If this program, the skills, or the tools you acquire don’t make a positive difference in how you plan and execute your ownership transition plan—we’ll refund your fee or arrange for you to attend another PSMJ event at no cost. There’s absolutely no risk involved.

4. YOU GET A $500 SAVINGS WITH OUR EARLY-BIRD REGISTRATION RATE
Save $500 on your registration by signing up for the program at least 30 days prior to the Workshop date. Please note that registration is capped for this program to ensure the most interactive experience for participants. As such, availability is on a first-come, first-served basis until we have reached capacity.

5. YOU GET 13 CONTINUING EDUCATION CREDITS
This Workshop is AIA CES-registered to provide this content. It earns you up to 13 LU Hours, CEUs, or PDHs. Not all state and licensing boards accept these programs for learning units. PSMJ is a registered provider with the Florida Board of Professional Engineers (provider #3546). For more information, please contact our education team at (617) 965-0055 or education@psmj.com. 

PSMJ's AEC Transition Planning Success Workshop is a multi-dimensional industry-specific deep dive on ALL of the critical issues associated with your firm's ownership and leadership transition. We even help you figure out where and when to utilize your accountant and lawyer. But, don't just take our word for it. Here's some feedback from past participants:

"I'm leaving here armed with knowledge to help our company! Many, many great ideas even beyond the specific topic."
- Becky Hawkins, CEO, Method studio

"Excellent material and presenter. A thoughtful, logical & practical process to get started. Highly recommend to all founders."
- Deepa Bhate, CEO, Building & Earth Sciences

"Excellent, exactly what we needed to provide clarity, guide us through our first OT experience."
- Steve Osborn, President & CEO, CE Solutions