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AEC Sellers: Your M&A Playbook Starts Here

The AEC M&A market is shifting, driving a premium for well-run firms, but only for those who are ready.


A successful transaction demands more than good timing. It requires clean financials, operational clarity, and the kind of preparation that holds up under buyer scrutiny.


In this three-part webinar series, Stambaugh Ness + Zweig Group guides AEC sellers through the full lifecycle of a sale, from going to market and navigating diligence to a smooth post-close transition. Whether you’re actively considering a sale or simply want to be market-ready, you’ll walk away with actionable insights drawn from deep experience across AEC finance operations, HR, and technology.

Before the Deal: Positioning Your Firm to Sell with Confidence & Clarity


📅 Wednesday, June 3, 2026 | Virtual Event


Prepare your AEC firm for a successful sell-side transition by strengthening the value drivers buyers look for most.


Learn the characteristics that make an AEC firm attractive to buyers and discover how sellers can strengthen these areas proactively.


 

Jeff Adams, CM&AA

Director, Mergers and Acquisitions

Brad Wilson, CMA, MBA

Director, Strategic Growth Advisory

Will Swearingen

Sr. Director, Mergers and Acquisitions, Zweig Group

 

During the Deal: Managing Diligence, Negotiations, and Buyer Expectations


📅 Thursday, July 16, 2026 | Virtual Event


Proactively identify and mitigate the red flags buyers prioritize before you enter the diligence phase.


Learn what to expect and how to navigate a thorough, AEC-specific due diligence process.

Jeff Adams, CM&AA

Director, Mergers and Acquisitions

Hobson Hogan

Senior Consultant,

Mergers and Acquisitions

Andrew Chavez, CM&AA

Senior M&A Associate



 

After the Deal: Transitioning for Continuity and Legacy Preservation


📅 Thursday, August 13, 2026 | Virtual Event


Secure your firm's future and protect your personal legacy through a strategic sell-side transition and leadership handoff.


Explore how to plan for Day 1 and the first 100 days, including documentation of key processes, leadership handoffs, and cultural integration.


 

Jeff Adams, CM&AA

Director, Mergers and Acquisitions

Kristi Weierbach, Ph.D., SPHR, SHRM-SCP

Kristi Weierbach, Ph.D.

Managing Director,

Workforce Advisory

Jeremy Clarke, CTSA

COO | Mg. Dir., Board Advisory Services,

Zweig Group

CPE: 1 NASBA Credit


Prerequisites: None 

Advanced Prep: None 

Credit Type: Business Management & Organization

 

Program Level: Basic 

Delivery Method: Group Internet-Based CPE Policy

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Stambaugh Ness | www.stambaughness.com

Stambaugh Ness is a professional services firm serving clients nationally with a singular focus on architecture, engineering, construction, and related industries.