PSMJ Resources, Inc. | Architecture, engineering, and construction firm management. - Authoritative Intelligence for A/E/C Firms

Don't leave your firm's leadership to chance.

A/E/C firm owners who fail to plan properly on ownership transition are leaving the firm exposed to the potential for undesirable outcomes – including significant loss of firm value, brand equity deterioration, and loss of market position. But, more than just the “plan” itself, the details of the execution in the context of changing market conditions and a host of other variables provide plenty of opportunity for plans to stall or fail to realize the desired results.

At the very least, a successful ownership transition plan will:

• Adequately reward and compensate equity holders for their investment;
• Provide a vehicle for motivating and incentivizing up-and-coming leaders;
• Keep the company well-capitalized and protected from the risks associated with unexpected shareholder departures; and
• Align with the long-term strategic growth objectives of the company.

The most successful design firms weave ownership transition planning, and these objectives, into broader strategic planning and everything that they do. Further, in addition to starting with a well-conceived plan, closely-monitored execution and flexibility to adapt to change are the keys to success.

At PSMJ, we have been advising A/E/C firm leaders on succession planning and the issues associated with it for more than three decades. Nobody knows the design industry like we do and that insight and perspective comes to every client engagement that we are a part of. Just some of the areas that we can assist with are:

• Firm valuation
• Ownership transition modeling and feasibility testing
• Ownership plan assessment and troubleshooting
• Buy/Sell agreement review

Whether you are just getting started in the ownership transition process, looking to get a stalled plan back on track, or seeking to confirm that your ownership transition plan is living up to its full potential, we can help!

To learn more about PSMJ’s ownership transition capabilities, contact Kim Pazera at 617-965-0055 ext. 138 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Interested in a FREE whitepaper on Ownership Transition and issues facing senior leaders today? Contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it and request your FREE PSMJ whitepaper today!