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managing the business of design & construction It’s Lonely at the Top Exit Strategy Alternatives for Sole Owners and Partners  Presented by: Steve Gido, CFA and Michael O’Brien, ASA ZweigWhite Financial Advisory Services Boston 321 Commonwealth Road Suite 101 Wayland, MA  01778 1-508-651-1559 Washington, DC 1001 19th Street, North Suite 1200 Arlington, VA  20009 1-202-965-3390 Chicago IBM Plaza 330 N. Wabash, Suite 3201 Chicago, IL  60611 1-312-628-5870
ZweigWhite Financial Advisory Services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Learning Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Internal Ownership Transition ,[object Object],Visit us at www.zweigwhite.com Percent of Total Population 20.0% 22.0% 24.0% 26.0% 28.0% 30.0% 2004 2006 2008 2010 2012 2014 2016 2018 2020 Year Percent 55 & Up 35 to 54
Internal Ownership Transition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Internal Ownership Transition  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Internal Ownership Transition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Internal Ownership Transition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Internal Ownership Transition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Internal Ownership Transition ,[object Object],Visit us at www.zweigwhite.com
Internal Ownership Transition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Internal Ownership Transition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Internal Ownership Transition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Internal Ownership Transition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Internal Ownership Transition ,[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
M&A Environment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Current M&A Climate Visit us at www.zweigwhite.com
M&A Environment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Desired Criteria by Buyers Visit us at www.zweigwhite.com
M&A Environment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sale Rationale Visit us at www.zweigwhite.com
Sell Down or Sell Out? Key Differences between an Internal Transition and External Sale:   Visit us at www.zweigwhite.com
What does a typical AEC deal look like? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Are You “Transaction Ready”? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Getting Going – Typical Firm Sale Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Getting Going – Typical Firm Sale Process Illustrative Sale Process Visit us at www.zweigwhite.com
Getting Going - Firm Sale Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Getting Going - Firm Sale Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Closing Thoughts ,[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Dedicated Exit Strategy Seminars & Events ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Questions ? Visit us at www.zweigwhite.com
Contact Information ,[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com

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It’s Lonely at the Top:Exit Strategy Alternatives for Sole Owners and Partners

  • 1. managing the business of design & construction It’s Lonely at the Top Exit Strategy Alternatives for Sole Owners and Partners Presented by: Steve Gido, CFA and Michael O’Brien, ASA ZweigWhite Financial Advisory Services Boston 321 Commonwealth Road Suite 101 Wayland, MA 01778 1-508-651-1559 Washington, DC 1001 19th Street, North Suite 1200 Arlington, VA 20009 1-202-965-3390 Chicago IBM Plaza 330 N. Wabash, Suite 3201 Chicago, IL 60611 1-312-628-5870
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  • 19. Sell Down or Sell Out? Key Differences between an Internal Transition and External Sale: Visit us at www.zweigwhite.com
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  • 23. Getting Going – Typical Firm Sale Process Illustrative Sale Process Visit us at www.zweigwhite.com
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  • 28. Questions ? Visit us at www.zweigwhite.com
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