TRANSITION resources
Merger and Acquisition Resources
Use these resources to develop frameworks and guide your discussions.
Use these resources to develop frameworks and guide your discussions.
- New! How to Position Your Firm to Be Acquired looks at acquisitions from a buyer's perspective and offers strategies to make your firm a more attractive prospect for being acquired.
Ownership Expansion and Transition Resources
Use these resources to develop transition and succession frameworks that reward current owners and motivate incoming owners.
Use these resources to develop transition and succession frameworks that reward current owners and motivate incoming owners.
- New! In this downloadable Ownership Transition Assessment: A 16-Point Sustainability Test spreadsheet, evaluate whether your firm's transition plan incorporates key provisions, whether it is generally sustainable and which portions of your plan might be lacking.
- New! Making Ownership Affordable and Attractive describes 11 strategies for firms to incorporate into a transition framework as they consider expanding their ownership teams and/or transitioning ownership to a new generation of leaders.
- Ownership Structures and Incentive Programs for Design Professionals describes how best to structure the ownership of a design professional firm based upon the owners’ strategic goals, and includes a matrix comparing different types of corporate and partnership entities. This White Paper also includes an overview of incentive compensation programs. Authored by Strogoff Consulting, Inc. with contributions from Jennifer Suzuki, attorney at Long & Levit, LLP.