À propos du cours

Date: March 25, 2026 @ 1 pm EST 

Session Description 

This session offers a practical roadmap to help firms to plan and execute ownership succession with confidence. Participants will explore legal entity structures, ownership models, valuation methods, financing strategies, and governance considerations that support both internal and external succession. A case study of an ownership transition will illustrate how structured planning, phased ownership, and financing solutions can balance founder exit goals with firm continuity and employee retention.  

Key Topics 

  1. Legal entity structures 
  1. Ownership transition models 
  1. Transition strategies 
  1. Valuation methods and mechanics 
  1. Financing options 
  1. Governance and risk management 

Learning Objectives   

  • Identify legal and ownership structures available to architectural firms. 
  • Describe transition strategies that balance founder goals, employee interests, and sustainability. 
  • Describe valuation and financing frameworks that support succession planning. 
  • Recognize key governance and risk management considerations in ownership succession. 

Planifier

March 25, 2026 @ 1 pm EST 

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