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Engineering firm mergers and acquisitions are announced daily. But what about the firms that want to remain employee-owned? This program is designed for current and future owners seeking an understanding of current industry trends and how to structure a win-win internal buyout for all stakeholders.

Learning objectives:

  • Learn commonly used methods for valuing a business, including the asset, market, and income approaches and the underlying financial factors that impact firm value.
  • Better understand the link between their firm’s financial performance and creating a financially sustainable ownership transition plan.
  • Gain exposure to the different strategies available to achieve an internal buyout and how engineering firm buyouts are typically structured

Presenter: Matthew K. Fultz, ASA and Ryan Beach, Matheson Financial Advisors

Course Type

Online Class

Delivery Type

On Demand, Online, Self-Paced

PDH Credit


Price (Member)


Price (Non-Member)


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