AEC Management Solutions

— LIVE WEBINAR

Ownership Transition & Valuation of Your A/E Firm

Thursday, October 8, 2026  •  12:00 PM–3:00 PM ET · Live Online

3 AIA Learning Units

AIA-approved credit

Free Consultation

Complimentary 30-min session

$195 Investment

Per attendee

Program Highlights

VALUATION & FINANCING

✓ Methods for determining the value of your firm
✓ Rule of thumb valuation methods
✓ What creates value vs. what increases value
✓ Financial statement adjustments used in valuation
✓ Proven strategies for financing the transition
✓ Maximizing the return on your investment
✓ Key buy-sell terms and the role of insurance
✓ Differentiating ROI from employee compensation

MANAGING THE TRANSITION

✓ Choosing the next generation of leaders
✓ Avoiding common pitfalls of ownership transition
✓ Dealing with the cultural issues of transition
✓ How long the transition should take
✓ Non-economic factors you need to consider
✓ Managing the transition process end to end
✓ Tips for choosing your advisors

Who Should Attend

Sole Owners · Shareholders · Potential Owners · Principals · Associates · Chief Financial Officers · Aspiring Owners

HC

SEMINAR LEADER

Herbert M. Cannon, CPA

President, AEC Management Solutions, Inc.

One of the nation’s leading experts in the management of A/E firms, with over 30 years of hands-on industry experience — including senior executive roles at Robert A.M. Stern Architects, Ehrenkrantz Eckstut & Kuhn Architects, and Burns & Roe Engineering. A frequent featured speaker for the AIA, SMPS, NSPE, ASHRAE, and Deltek, and a guest lecturer at New York University.

Reserve your seat today

Questions? hcannon@aecmanagementsolutions.com