A/E/C Mergers & Acquisitions

We design your time with us to be the perfect mix of instruction, discussion, and networking with your fellow workshop participants!

Day 1
Networking Breakfast: 7:30am - 8:30am
In-Session (including lunch): 8:30am - 5:00pm
Networking Cocktail Reception: 5:00pm - 6:00pm

Day 2
Networking Breakfast: 7:30am - 8:00am
In-Session (including lunch): 8:00am - 3:30pm

Your registration fee also includes a complimentary one-hour one-on-one session with your facilitators to discuss your specific issues and questions best reserved for outside of the group setting. Don't miss out on this unique opportunity to enhance the value of your workshop participation and to ensure that you leave with no unanswered questions. These in-person sessions take place a mutually-convenient time immediately preceding or following the workshop.

The topics we cover in this interactive and engaging two-day program include:

What Every AEC Firm Leader Must Understand About Mergers and Acquisitions	How changing market conditions are impacting transactions What buyers REALLY look for in a seller How sellers can negotiate a more favorable valuation and deal terms, and save time
The Right (And Wrong) Ways To Find The Right Buyer Or Seller	Find potential buyers without letting anyone know the firm is for sale How to quickly separate high-quality sellers from sinking ships When to sign a Non-Disclosure Agreement and terms to watch for
You’ve Started Discussions... Now What?	Strategies to keep discussions moving and to avoid stalled deals Key early warnings signs that it just isn’t going to work How to move from discussions to negotiations to agreement
The Million-Dollar Questions On Valuation And Transaction Terms	Easy ways to avoid overpaying or leaving money on the table Proven strategies to bridge a valuation gap…and when to walk away Sharpen your skills with a hands-on valuation and negotiation exercise
Putting The Deal In Writing	When is the time right to draft a Letter of Intent (LOI)? See examples of actual LOIs and what goes into them What should be binding and what should be non-binding in an LOI?
How To Know Exactly What You Are Buying	The biggest blind spot in due diligence…and how to avoid it How to deal with problems that are discovered in due diligence How to keep running your business when a buyer is conducting due-diligence
Closing The Transaction	Why deals fall apart after the LOI and how to avoid this failure See what goes into getting the deal closed and what can’t be missed How to make the big announcement to clients and employees
Life After The Transaction: Turning Plans Into Results	Real examples of successful and comprehensive acquisition integration plans Who should be involved in the process, and when

Build your skill set and boost your confidence to do it right.

What Every AEC Firm Leader Must Understand About Mergers and Acquisitions

The Right (And Wrong) Ways To Find The Right Buyer Or Seller

You’ve Started Discussions... Now What?

The Million-Dollar Questions On Valuation And Transaction Terms

Putting The Deal In Writing

How To Know Exactly What You Are Buying

Closing The Transaction

Life After The Transaction: Turning Plans Into Results