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Balancing compensation with capitalization and cash flow needs is a critical factor in achieving a firm’s long-term objectives. To that end, sustainability of ownership models has become an important focal point for many firms as they consider the next stage in the lifecycle of their businesses.

While there is no one-size-fits-all solution, we invite you to join Tim Cleary and Christopher Staloch to explore the latest ideas around ownership models, including:

  • Current ownership structures
  • Compensation best practices
  • Examples of other A/E firm structures

    Presenter: Tim Cleary and Christopher Staloch, Chartwell Financial Advisory

    Course Type

    Online Class

    Delivery Type

    On Demand, Online, Self-Paced

    PDH Credit


    Price (Member)


    Price (Non-Member)


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