Create a Clear Path for Successful Ownership Transition
Establish a vision of your company, addressing ownership, leadership, governance and liquidity to create an enduring organization.
Transferring ownership of your engineering or construction firm is a critical part of solidifying your legacy, preserving wealth and retaining your workforce. The process can be long and is filled with important decisions that can take years to implement.
Our team of bankers and consultants will help you clarify your vision and prepare for succession by developing your leadership team. After identifying your goals and objectives, we’ll work to understand your organization’s strengths and weaknesses, then tailor the transfer process to ensure success.
Our methodology includes:
- Identifying your aspirations and goals
- Determining the factors that influence your options
- Develop ownership and governance alternatives
- Implement a strategic plan
Key Benefits
Are you thinking about succession?
If you’re ready to begin the process of creating a succession plan, our team of experts is ready to help.