April Business Forum: Ownership Transition in the 21st Century: How Things Have Changed

 Registration is closed for this event
Wednesday, April 12, 2017

Bill Mandel, Partner in Fox Rothschild
Registration: 5:00 PM - 5:30 PM
Forum: 5:30PM - 7:00PM
Q&A: 7:00PM - 7:30PM
Location: Simpson Gumpertz and Heger
                 100 Pine St, Suite 1600
                 San Francisco, CA 94105

 $25 (SEAONC members and non-SEAONC members)

Ownership Transition in the 21st Century: How Things Have Changed

A good ownership transition plan bears much fruit: it helps principals identify the next generation of leaders and ensures continuity while giving retiring owners an exit strategy. It can also create new opportunities and expand a firm’s geographic reach. Learn about the latest trends in transition planning and how to choose the right transfer mechanism for your company.

Session abstract and business practice implications of the proposed session are:

Every engineering and consulting firm needs an effective plan to recognize new leadership, transfer ownership and to permit the founders to transition their ownership in the firm and convert their investment in the firm to cash.

This program, based on the presenter’s popular book “Architect’s Essentials of Ownership Transition” published by John Wiley & Sons for the AIA’s practice series, will explore essential issues, including how to: establish value, design an ownership transition program and choose appropriate transfer mechanisms, and identify leaders.

Learning objectives
o   How to determine a firm’s value using valuation tools
o   The specific fundamental steps of transferring ownership internally
o   How to select potential firm leaders and the best way to prepare for eventual transition

Bill Mandel is a partner in the San Francisco office of Fox Rothschild LLP, a national law firm with 750 attorneys in 22 offices. Bill represents architecture, engineering, environmental design and other professional services firms in California and nationwide. Bill is Co-Chair of the firm’s Succession Planning Group, and is considered by his clients as a go-to source for strategic counsel regarding transition planning, including mergers and acquisitions. For more than 25 years, he has helped develop ownership transition programs for some of the leading professional service firms and speaks extensively on the topic.  Bill co-authored “Architects Essentials of Ownership Transition” published by John Wiley and Sons. Bill is also a licensed CPA.


April 12th, 2017 5:00 PM   through   7:30 PM
Simpson Gumpertz & Heger
100 Pine Street
Suite 1600
San Francisco, CA 94111
United States

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Phone: 415-974-5147
Member/Non-Member $ 25.00