AEC Management Solutions

Live Webinar

Ownership Transition &
Valuation of Your A/E Firm

Thursday, October 8, 2026•12:00 PM–3:00 PM ET•Live Online

3 AIA Learning Units

AIA-approved credit

Free Consultation

Complimentary 30-min session

$195 Investment

Per attendee

Register Now →

Program Highlights

Valuation & Financing

  • Methods for determining the value of your firm
  • Rule of thumb valuation methods
  • What creates value vs. what increases value
  • Financial statement adjustments used in valuation
  • Proven strategies for financing the transition
  • Maximizing the return on your investment
  • Key buy-sell terms and the role of insurance
  • Differentiating ROI from employee compensation

Managing the Transition

  • Choosing the next generation of leaders
  • Avoiding common pitfalls of ownership transition
  • Dealing with the cultural issues of transition
  • How long the transition should take
  • Non-economic factors you need to consider
  • Managing the transition process end to end
  • Tips for choosing your advisors

Who Should Attend

Sole Owners•Shareholders•Potential Owners•Principals•Associates
Chief Financial Officers•Aspiring Owners

Seminar Leader

Herbert M. Cannon, CPA

President, AEC Management Solutions, Inc.

One of the nation's leading experts in the management of A/E firms, with over 30 years of hands-on industry experience — including senior executive roles at Robert A.M. Stern Architects, Ehrenkrantz Eckstut & Kuhn Architects, and Burns & Roe Engineering. A frequent featured speaker for the AIA, SMPS, NSPE, ASHRAE, and Deltek, and a guest lecturer at New York University.

Reserve your seat today

Register Now →

Questions? hcannon@aecmanagementsolutions.com