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Latest Trends in Ownership Transition Planning, Valuations and M&A Transactions

Code: 14021-DL

List Price:  $0.00

List Price:  $299.00

Member Price:  $199.00

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In this informative webinar, Ian Rusk, Managing Principal at Rusk O'Brien Gido + Partners will provide an overview of the results of their two most recent surveys:

A/E Business Valuation and M&A Transaction Study – Ian will interpret the statistical data collected on minority and controlling valuations, as well as how mergers and acquisitions are being conducted. Attendees will also learn answers to questions such as:

  • what are the 3 types of approaches that a business appraiser utilizes?
  • what percentage of A/E firms sponsor an ESOP?
  • how many firms grew by an acquisition or merger?
  • what are the valuation multiples for minority interests in privately held firms?
  • what are the valuation multiples for controlling interests in privately held firms?
  • what are the two basic types of merger & acquisition deal structures?
  • how does your firm’s financial performance compare to its peers?
  • what are the financial benchmarks you should be paying attention to?

Learning Objective: What differentiates this study from others is that it is based on actual stock transactions as opposed to reported valuations. Attendees will learn how to interpret the data accumulated and to properly interpret and apply the data from this study to their firm.

A/E Ownership Transition Study – Ian will reveal the latest trends in ownership transition including the various ways ownership is structured and how firm leaders plan and execute the transition. You will also learn answers to questions such as, on average:

  • how many owners does the firm have?
  • what percentage interest does the largest owner have?
  • how old are the largest owners?
  • what is the legal and tax structure of most firms?
  • how many firms have shareholder agreements governing ownership transaction?
  • what requirements, such as non-competes, do firms put in place?
  • how does a firm determine the value of its stock?
  • what is the biggest challenge firms face in ownership transition?

Learning Objective: Effective ownership plans involve virtually all aspects of business management. In particular, how the firm is governed, how shareholders’ interests are represented, and how profits are allocated are key elements of an ownership transition plan.  This webinar will show how other A/E firms are dealing with this challenge.

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Year Published: 2016

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