OasisLMS

As more generations take on leadership roles in our firms, many owners are looking to shift their ownership structure, but lack knowledge on how these shifts will impact their businesses. Leaders often grapple with communicating the change to staff, guaranteeing buy-in, and ensuring their new structure is a good fit for their culture. Presented as a virtual, four-part series, Navigating a Change in Ownership will detail the various options available to owners looking to grow their business or change their current structure, while guaranteeing a smooth transition for staff, clients, and their bottom line.

The Strategic Advantage of Growth Through Private Equity

The influx of funding from private equity has changed the ownership landscape for A/E firms. Partnering with private equity can provide financial stability, strategic direction, and growth potential, making it an attractive option for many business owners. As owners enter this new landscape, it’s vital that they find the appropriate partner and make informed decisions on how to best navigate their new structure. Register now to hear from an A/E firm that successfully managed the transition and learn about how to prepare for a successful partnership.

Learning Objectives:

• Understand the background on the influx of funding from private equity into the A/E space.
  
• Recognize the key factors to consider when entering a partnership with a private equity firm.
  
• Learn what to expect in the first year of the transition, and best tactics for rolling out the new relationship to leadership and employees.
  

*The recording for each part will be added to the class materials the following day.

>>Interested in attending the full series? Click here to register and save 10% on our regular online class pricing!

• Making Way for The Next Generation
• Is an Employee Stock Ownership Plans (ESOP) a Viable Option for Your Firm?
• Understanding the Key Benefits of Ownership in Mergers and Acquisition
• The Strategic Advantage of Growth Through Private Equity