Course
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