LIVE AND ONLINE EXECUTIVE EDUCATION FOR A/E/C LEADERS 
EARLY BIRD DISCOUNT: SAVE $400 WHEN YOU REGISTER BY MAY 11 

Register for Successful Ownership & Leadership Transition for A/E/C Firms NOW and learn how to secure your future, your finances, and your legacy.

Over 6 interactive and engaging LIVE and ONLINE sessions with leading experts and your fellow firm executives, and applying  actual A/E/C ownership transition case studies, you learn: 

• How to make your Millennial employees WANT to buy your
    firm’s stock and at a fair price
.  
• When gifting stock is the smart play, and when it's the worst
• How the COVID-19 crisis is changing Millennials' interest in
    firm ownership, and how to react.
• Terms you must include in every buy/sell agreement
• Creative ways others facilitate and finance transitions
• 5 internal transition negotiation strategies you should use
• How ESOPs work, and if an ESOP is right for your situation
• Case-studies for establishing the value of your firm’s equity
• And so much more

Even if you are currently in the transition planning process, it’s not too late. Register for PSMJ’s Successful Ownership & Leadership Transition for A/E/C Firms, and learn practical concepts you can apply to make your process more effective -- and your plan more successful.

PM BC Online photo

The Online Master Class That Makes Transition Planning Easy

This PSMJ Online Master Class is the live Internet-delivered distance-learning program that shows A/E/C principals and owners how to create and launch an ownership transition plan, all from the convenience of the firm's office or a home office.

Participants get a full-featured multi-media presentation and immediate answers from expert presenters, without the travel hassles and health risks currently making in-person gatherings problematic.

Choose from two schedule options:

2 sessions per day over 3 consecutive days starting May 19, 2020 (Tuesday-Thursday)
• One session per week for 6 consecutive weeks starting May 26, 2020

Either option, you get the same valuable instruction, all LIVE and online. And because this course is limited in size, you get plenty of direct interaction with your fellow A/E/C executives and instructors. 

You learn everything you need to know to make your transition plan successful, over 6 interactive LIVE and ONLINE sessions, each a workable 2 hours:

SESSION 1 
Why A/E/C Transition Plans Fail... And Why Yours Won't:

7 Common Mistakes vs. 5 Drivers of Great Transitions

SESSION 2
Choosing and Grooming Successors:
How to Sell A/E/C Firm Ownership to the Right Principals 

SESSION 3
Ownership Transition Cash Flow Planning: How to Get Ahead of the Curve

SESSION 4
Creative Ways to Get Employees Thinking Like Owners: Options, Incentives, and ESOPs

SESSION 5
Crafting a Great Buy-Sell Agreement: Absolutely Essential Elements for Securing your Future Prosperity

SESSION 6
Launching and Troubleshooting Your Transition Plan:
Implementation Essentials and Problem-Solving Hacks 

SEE FULL AGENDA

Get ALL of our proven instruction and step-by-step strategies, now delivered ONLINE in 2-hour modules in the convenience of your firm's office or your home office. Perfect for firm principals practicing COVID-19 risk mitigation.

Choose from two Online Master Class schedule options: 

OPTION 1: Accelerated One-Week Schedule. Convene on Tuesday (May 19), Wednesday (May 20), and Thursday (May 21),  for two sessions each day. Morning sessions are 10 AM -12 PM ET each day and afternoon sessions are 3 PM - 5 PM ET each day. 

OPTION 2: Traditional
Six-Week Schedule. Convene on six consecutive Tuesdays from 1 PM - 3 PM ET, starting Tuesday, May 26 and concluding Tuesday, June 30.

Both schedule options deliver: 

  • 12 hours of live online training: Conducted by the same industry experts who have helped hundreds of A/E/C owners and principals just like you craft the perfect exit strategy.
  • 3 Hours of Engaging and Interactive Homework Assignments: Apply everything you learn with practical, real-world exercises that lock in the learning and deliver energizing and engaging experiences! 
  • The A/E/C Ownership & Leadership Transition Senior Executive Workbook:  Over 300 pages packed with every slide you'll use in the online training, perfect for crafting and implementing your transition plan after your last course is complete (a $197 value)
  • A/E/C Ownership & Leadership Transition Digital Toolbox: You get exclusive access to a suite of apps, tools, templates, checklists, and more to multiply the value of your Online Master Class experience (a $695 value):

• Buy-Sell Cross Reference Table
• Sample Buy-Sell Agreement
• 3, 5, and 10-Year Cash Flow Modeling Calculators
• Ownership projection Calculators
• Sample stock-option agreement
• And 22 additional resources

  • PLUS you get a COMPLIMENTARY 60-minute one-on-one session with your facilitator to discuss your specific challenges and questions in a confidential setting. This benefit alone is worth thousands of dollars!

Guaranteed To Help You Meet Your Objectives — Or Your Money Back

Successful Ownership & Leadership Transition for A/E/C Firms will help you develop, implement, and execute a superior internal ownership transition strategy. We’re confident it can help you, as it has for so many A/E/C firm leaders since 1974. If any of the data, skills, or tools you acquire don’t make a positive difference in your firm, if you aren't delighted, we’ll refund your fee or arrange for you to attend another PSMJ program at no cost . You take no risk!

EARLY-BIRD RATE (SAVE $400) ENDS MAY 11...REGISTER TODAY!

REGISTER NOW