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

Tuesday, May 10, 2022
Networking Breakfast: 7:30am - 8:30am
In-Session (including lunch): 8:30am - 5:00pm
Networking Cocktail Reception: 5:00pm - 6:00pm

Wednesday, May 11, 2022
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 facilitator 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:

Why Transition Plans Fail – And Why Yours Wont

  • When it’s essential to separate “ownership” from “leadership”
  • 10 fundamental truths of leadership development
  • 7 COMMON mistakes of transition planning (and avoiding them)
  • Key traits every successful new leader possesses
  • 5 key drivers of any successful A/E/C transition?

Select Your Best Successors

  • The 3 best ways to cultivate and measure future leaders
  • How differences between 1st and 2nd generation owners affect strategy
  • How to present the ownership opportunity to your future leaders
  • Reacting and recovering should your prospect decline
  • 5 best ways to resolve partner disputes

Put The Right Price On Ownership

  • Avoid serious and costly valuation mistakes
  • Right and wrong approaches to valuation
  • Factors that drive a valuation up or down
  • How to assign value to intangible assets
  • How to address a difference in valuation expectations

Document The Deal And Stay Out Of Court

  • Why non-competes don’t really work (and what works better)
  • 59 Buy/Sell Agreement mistakes that can cost you millions
  • How to indemnify former owners without killing the company
  • The 35 terms you need to implement right away

It Isn’t A Plan If Nobody Can Afford It

  • How to structure transactions so that buyers can afford it
  • The best way to mitigate the tax impact
  • Is gifting stock a viable option or setting the firm up to fail?

Is A Non-Traditional Option Best For Your Firm?

  • The best way to structure stock option plans to benefit everyone
  • Structuring a successful shareholder agreements
  • Retaining majority control of the firm while distributing stock

Moving From Plan To Execution

  • Who should be involved in transition planning and when?
  • When and how to bring in legal and accounting advisors
  • When is an outside advisor needed to facilitate the process?