Creative Ownership Transition Strategies

How to Use Non-Traditional Approaches to Achieve ALL of Your Objectives


A 2019 A/E/C Senior Executive Forum
February 25th - March 1st, 2019
Beaver Creek, Colorado

Registration Status: Open

Creative Ownership Transition Strategies

Register Now for Creative Ownership Transition Strategies

This one meeting could completely change your thinking on transition planning…and save you tens (even hundreds) of thousands of dollars.

Flawed ownership transition plans aren’t just costly…they can sink otherwise healthy architecture and engineering firms.

If you are like many architecture and engineering firm leaders, you’ve gotten all sorts of traditional ownership and leadership transition planning advice over the years. But, none of it seems quite right for your firm and your objectives.

Is your transition plan positioned to fail?

Unfortunately, many A/E/C firm leaders trying to apply off-the-shelf approaches to their plan and end up making some of the most critical (though not uncommon) mistakes in transition planning, such as:

  1. Letting lawyers and accountants drive your strategic (and quite personal) decisions.
  2. Allowing tax mitigation be the ultimate goal.
  3. Never defining the core principles that serve as the foundation of the organization…regardless of who is leading it.
  4. Trying to implement a plan that was squarely inconsistent with the culture of their organization.
  5. Using a buy/sell agreement that incentivizes emerging leaders to leave rather than stay.
  6. And the list goes on…

Are you guilty of any of these costly and risky mistakes?

When you absorb all the off-the-shelf so-called “expert” advice on transition planning and try to apply it to your unique firm…it can lead you right into a very expensive ditch.

Sometimes, you need to contradict what the outsiders are instructing you to do and take a different path.

Unless you are 100% convinced that your ownership transition plan will achieve your objectives, I’d be willing to bet that contrarian and non-traditional thinking can help you plan for a smoother exit.

ANNOUNCING OUR 2019 A/E/C SENIOR EXECUTIVE FORUM

In response to so many requests that we’ve received, we are pleased to announce that we will be hosting our next A/E/C Senior Executive Forum from February 25th through March 1st at The Pines Lodge in Beaver Creek, Colorado.

Our theme for this Forum will be:

Creative Ownership Transition Strategies:
Using Non-Traditional Approaches
to Achieve ALL of Your Objectives

Could you benefit from candid, relevant, and non-traditional transition planning advice?

Sure, you could spend tens of thousands of dollars on some big-name CEO membership network, but time and time again the frustration of A/E/C firm leaders going to those meetings is that of wasted time and money trying to apply strategies from industries that looked nothing like theirs.

This is different.

Led by PSMJ Founder and CEO Frank A. Stasiowski, FAIA, this Forum is focused on some of the thorniest and most complicated challenges associated with ownership transition specifically in A/E/C firms…cultural, financial, strategic, and more. But, you won’t just be hitting those nails with the same old hammer. In this completely confidential and candid setting, Frank turns traditional thinking on its ear.

For the past 40+ years, Frank has researched, coached, and consulted with thousands of design firm leaders seeking to discover what strategies take a few firms to great heights, while others deteriorate. And, his passion is to use this insight to work confidentially with top decision-makers in architecture and engineering firms and facilitate high quality decisions.

By joining Frank along with an intimate group of other architecture and engineering firm leaders in beautiful Beaver Creek, you can talk strategy with a group of people who sit exactly where you sit. Together, we attack the key decisions that are critical to developing a creative transition plan that addresses and balances all of your objectives, such as:

  • Creating a lasting legacy for current and future generations of employees
  • Keeping the transaction price affordable for incoming owners
  • Ensuring an adequate return on investment for exiting owners
  • Allowing the firm to stay true to its core principles and culture
  • Utilizing financial vehicles and tools that don’t put your retirement plans at risk

You also explore some of the issues and decisions that may be on your mind, such as:

  • Easy ways to see when it makes sense to use tools such as ESOPs, stock options, etc.
  • When and where to bring your lawyer and accountant into the process
  • What to do when the owners can’t agree on whether legacy or cash is more important

Attending this Forum is one of the easiest ways to reduce risk and increase the odds of success in your transition plan.

Quality decisions start with quality advice and perspective.

Here are some key elements that make this small investment one of the best you may ever make in yourself and your firm:

  1. Meet with people who understand your business. 
    Unlike other leadership groups, we only accept participants who are leaders in architecture or engineering firms. No other industries. No vendors trying to sell you anything. This means we hit the ground running. We know your industry, your challenges, your jargon…and all discussion is COMPLETELY confidential.
  2. Get diverse opinions without getting lost. 
    We cap Forum attendance at 23 people. The size is designed to provide you with the maximum benefit of a variety of perspectives and experiences while still small enough to allow you plenty of time to speak and to get to know each other’s organizations.
  3. Your meeting, your agenda. 
    Frank sets the theme and brings plenty of data and case studies. But, don’t expect him to fill the time together with formal presentations and endless slide decks. Frank’s job is to facilitate and engage the group for maximum value. Your questions, challenges, and ideas shape the agenda.
  4. Even more time focused on YOU. 
    In addition to the interactive nature of this Forum, we’ve reserved plenty of time for confidential one-on-one sessions with Frank to discuss and solve challenges that are better served outside of the group setting.
  5. Business relationships that last a lifetime.
    The critical thinking and problem-solving just begins in Beaver Creek. After the program, we are always thrilled to see Forum alumni arranging meetings, conference calls, and email exchanges with their fellow attendees to keep the dialog going. They report on progress, seek feedback on new challenges, and help each other to thrive. The value of these partnerships and friendships alone is priceless.

To derive maximum benefit from our time together, Frank has carefully designed the Forum timetable. You achieve an optimum balance of intense working sessions, one-on-one consultations, and relaxation time, in order to be able to reflect and gather your thoughts.

SPACE IS VERY LIMITED AT THIS INTERACTIVE MEETING

Registration is limited to ensure an interactive group of participants who can contribute to the discussions. You will be one of up to only 23 design firm leaders…and your new network of business associates will be a source of expanded contacts and markets which can feed you for years into the future.

WE ARE NOW ACCEPTING ADVANCE REGISTRATIONS

To save $500 with our advance registration rate, you must complete your registration before December 31, 2018. After that date, you pay our regular registration rate - if there is any space remaining!

One-on-one consultations may be scheduled at various times throughout the Forum, but space is limited and slots will be filled on a first-come, first-served basis.

ADDITIONAL DETAILS

Forum Agenda

Who Should Attend

Date and Location

About Your Facilitator

Refunds/Cancellations

GET IN THE HOT SEAT (LIMITED AVAILABILITY)

At this Senior Executive Retreat, you get the chance to sit in the HOT SEAT! What exactly is the HOT SEAT?  Throughout the retreat, we carve out time and select a participant to present a case study related to their specific firm. You paint the picture and lay out your challenge. Frank then leads a discussion around solutions for that challenge. You get tangible ideas for success out of the group’s wisdom. This is an exclusive benefit that is only available to THREE PARTICIPANTS at the retreat. To request a HOT SEAT slot, just request one in your registration and we’ll be in touch with more details.

Register Now for Creative Ownership Transition Strategies