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Reports of engineering firms that have merged or been acquired are announced almost daily, as industry deal-making continues at a record pace. Less recognition is afforded to the firms that remain employee-owned through internal transition programs.

Join Matt Fultz to explore current industry trends and how to structure a win-win internal buyout for all stakeholders. You’ll also learn:

  • Commonly used methods for valuing a business, including the asset approach, market approach, and income approach and examine the underlying financial factors that impact firm value
  • How firm financial performance and creating a financially sustainable ownership transition plan are linked
  • Strategies for achieving an internal buyout and how engineering firm buyouts are typically structured

Presenter: Matt Fultz, ASA, 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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