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Key Steps for a Successful Business Transition

August 10, 2021 @ 1:00 pm - 2:00 pm EDT

Free
MossAdams CPE Webinars

Participants of the live webinar will be eligible for 1 free CPE credit.

Register

START TIME:
August 10, 2021 10:00 AM PST
DURATION:
1 hour
LOCATION:
Online
CREDITS:
1
CONTACT:
Carly Miller, Moss Adams, 949-517-9434
COST TO ATTEND:
Complimentary

When evaluating exit strategies, businesses must consider what’s available to them and prepare their business financially and operationally to achieve their goals. Business transitions are often viewed as a single event, but there are essential steps that should take place well before and immediately after a transition.

Join us for a webcast covering how architecture, engineering, and construction (AEC) businesses can take a holistic approach to a business transition. Our industry experts will cover a range of topics, including:

  • Key steps to determine and increase enterprise value for ownership transition
  • The interdependencies between ownership transition and management succession
  • Sell-side operational readiness and post-transaction integration
  • How to best structure business operations
  • How to execute a transition that will drive both short- and long-term success

This offering is part of our Business Transition Webcast Series.

REGISTER

Speakers

Tim Croushore, CFA, ABV, MRICS, Managing Director, Moss Adams

Tim has been providing valuation services since 1984. He’s a leader in the firm’s Valuations Practice and has extensive experience serving clients in numerous industries to assist them with financial and tax reporting, corporate tax planning, estate and gift tax reporting, collateral valuation and monitoring, quality of earnings reviews, and value optimization reviews.

Aaron Martinez, Partner, Moss Adams

Aaron has worked in M&A since 2000 and leads the firm’s Merger Management Services and specializes in buying and selling businesses, business transformation, operational performance improvement, growth strategies and developing management capabilities.

Mark Steranka, Partner, Moss Adams

Mark has over 35 years of experience helping businesses from a wide range of industries with planning, performance, people, and communications to strengthen performance, increase enterprise value, and navigate ownership transition and management succession.

CPE Information

PROGRAM LEVEL:
Basic
CREDITS:
Specialized Knowledge and Application: 1
DELIVERY METHOD:
Webcast
LEARNING OBJECTIVES:

After completing this training, participants will be able to describe how to determine and increase enterprise value for ownership transition; identify interdependencies between ownership transition and management succession; and articulate how to operationally prepare for transition and post-transaction integration.

PREREQUISITES:
None
REFUND POLICY:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Carly Miller at 949-517-9434 or send her an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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