Ownership Transfer and Management Succession

For engineering and construction (E&C) company owners, succession planning is always top of mind. In this course, we’ll talk about the options available for transferring ownership internally to employees or family members or selling externally to a third party. We’ll help you understand the available options and how to choose what’s best to meet your long-term objectives.

In a people-based industry like E&C, it’s not enough to think about just a sale. This three-day executive conference will help you define your legacy, provide an opportunity for the next generation and maximize your financial proceeds. We’ll also discuss management succession planning, evaluating and developing future leaders, creating business continuity, estate planning and valuation. You’ll leave with an understanding of how to build an action plan for ownership transfer that’s tailored to your needs.

Who Should Attend
 

• Business Owners
• Presidents
• Board Chairs
• CEOs
• CFOs
• COOs
• Targeted Next-generation Owners

Benefits
 

• Understand practical matters impacting stock transfer techniques.
• Examine ownership transfer methodologies and the relative benefits and drawbacks of each.
• Learn the keys to evaluating and developing successful future leaders.
• Gain a full understanding of the business continuity planning process and your role in making the plan a reality.
• Receive guidance during a one-on-one meeting with FMI professionals.