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home | Events | Ownership Transition and Valuation - . . .

Ownership Transition and Valuation - Information & Registration

Ownership Transition and Valuation
of Your A/E Firm

AIA Approved for 3 Learning Units

Dates and Locations:

San Francisco June 22nd - Portland June 23rd - Los Angeles July 14th
New York July 21st - Houston July 27th

All Sessions 9:30 AM - 12:30 PM Local Time


Register Here


Program Highlights

  • Methods for determining the value of your firm
  • Rule of thumb valuation methods
  • Typical adjustments made to financial statements in estimating value
  • How to maximize the return on your investment
  • Avoiding the pitfalls of ownership transition
  • How to choose the next generation of leaders
  • How to differentiate ownership from leadership
  • Dealing with the cultural issues of ownership transition
  • How to finance the transition
  • How long the transition should take
  • What are the legal considerations
  • Key buy-sell terms to incorporate into your agreement
  • The role insurance plays in ownership transition
  • The non-economic factors you need to consider
  • Managing the transition process
  • Tips for choosing your advisors

Who Should Attend?
This program is specifically designed for Senior Executives of Architecture and Engineering firms who want to maximize their return on investment while insuring the long term survival of their firm:

  • Sole Owners
  • Partners
  • Principals
  • Shareholders
  • Chief Financial Officers
  • Controllers

Seminar Leader - Herbert Cannon
Herbert M. Cannon, CPA
President AEC Management Solutions, Inc.

Herb Cannon is one of the nation's leading experts in the management of A/E firms. With over 25 years of "hands on" experience in the A/E Industry, Herb has held top management positions in a number of high profile firms. Prior to founding AEC Management Solutions, Inc., he held senior executive positions at Robert A.M. Stern Architects, Ehrenkrantz Eckstut & Kuhn Architects and Burns & Roe Engineering.  Mr. Cannon has served these organizations in a variety of executive roles including Chief Operating Officer, Chief Financial Officer and Director of Project Management.

Throughout his 25-year career, he recognized that design professionals create an extraordinary value for their clients. In 2000, he founded AEC Management Solutions, Inc. with the simple goal helping A/E firms of all sizes to earn the money they deserve for their creative efforts.  To achieve this goal, he provides consulting services and conducts numerous seminars throughout North America on Incentive Compensation, Marketing, Strategic Planning, Project Management, Ownership Transition, and Financial Management.

Herb is an accomplished speaker, speaking to hundreds of A/E professionals each year at seminars and professional association events. He has been a featured speaker for the AIA, Axium Software, Society for Design Administration, SMPS, NSPE Chief Financial Officer Roundtable, ASRAE, Ontario Association of Architects, Texas Council of Engineering Companies Leadership Forum and is a guest lecturer at New York University.

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