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Ownership Transition Strategies

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Ownership Transition Strategies


 **Due to the growing concerns of travel because of the COVID-19, Zweig Group is diligently working to make all seminar information available via on-demand webinars. Click here to view online learning opportunities.**

2020 DATES: 


  • October 20 | Chicago, Illinois 


    Program Overview:

    Zweig Group examines the ever-complex environment of ownership transition in an AEC firm. The presentation covers a range of topics, giving attendees a new view of ownership transition and how an effective plan can be put into place. Whether the attendees are young, up and coming project architects or principals looking at their impending transition, the content gives everyone an introspective view of their career.


    Discussion topics include:

    1. Industry data on owners (overview)

    2. Issues with transitions: Procrastination, greed, unrealistic expectations, lack of preparation, etc.

    3. Transition options (ESOP, private equity, M&A, traditional): Why each one makes sense, or not

    4. Traditional ownership transition in detail: Strategic planning, financial modeling, education, presentation

    5. Valuation applications and techniques: Why are values different for different scenarios or types of transitions?





    Registration includes:

    • A comprehensive seminar workbook
    • Special discount on all Zweig Group survey and publications
    • Breakfast, lunch, and refreshments
    • Access to a discounted rate on hotel lodging once registered for the event 

    *Registration fee does NOT include hotel lodging.




    7:30 am – 8:30 am Breakfast 

    8:30 am – 8:45 am Welcome & Introductions 

    8:45 am – 12:00 pm Learning Sessions 

    12:00 pm – 1:00 pm Lunch 

    1:00 pm – 4:30 pm Learning Sessions





    Venue: Wintrust Financial Corporation 9700 W Higgins Rd, Rosemont, IL 60018, USA

    Lodging: More information coming soon.





    Attendees of The Principals Academy earn 6 LU/6 PDH/.6 CEU of continuing education credits!

    Zweig Group seminars are eligible for Professional Development Hours credits and Continuing Education Units. All attendees receive a certificate of completion indicating the number of hours earned during each seminar. Zweig Group is a registered provider with the American Institute of Architects, and SMPS.


    To be notified of future dates and locations, inquire about group pricing or for immediate assistance, please email or call the Zweig Group team at 800.466.6275.

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