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

Ready for action-oriented, real-world, A/E/C specific guidance on how to develop and launch an ownership transition process that meets all your objectives?  

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

• How to make your the next generation of leaders WANT
    to buy your firm’s stock and at a fair price.  
• When gifting stock is the smart play, and when it's not.
• How the COVID-19 crisis is changing 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 Successful Ownership & Leadership Transition for A/E/C Firms Online Master Class, and get clear and 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. You get a total of 12 hours of intensive live and online instruction

DATE: August 11-13, 2020
TIME: Two sessions per day, 10:00 am - 12:00 pm and 3:00 pm - 5:00 pm  (All times Eastern)

Each session features live interaction from A/E/C transition planning experts, a multi-media presentation and immediate answers to your questions, without the travel hassles and health risks currently making in-person gatherings problematic.

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.

This is a 3 Day Fast Class:
Convene with colleagues and instructors on Tuesday, August 11th, Wednesday, August 12th, and Thursday August 13th, 2020,  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. 

You Get: 

  • 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 600 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

  • Ongoing Transition Planning Support: Up to two hours of one-on-one email and phone support with
          PSMJ ownership transition experts, available for a full year after your last Master Class session!

This online master class is completely focused on helping you develop, implement, and execute an internal ownership transition strategy that meets all your objectives. We’re so confident this course will help you – as it has thousands of other A/E/C project managers, we will refund your fee or arrange for you to attend another PSMJ program at no cost if you aren't delighted. You take no risk!

EARLY-BIRD RATE (SAVE $400) EXPIRES MIDNIGHT, JULY 31st:

REGISTER NOW