The key to a successful ownership transition is being prepared. It starts with owner education, advanced planning and creating an Ownership Transition Plan. Our seminars provide expert guidance for the design professional in connection with structuring the most effective plan for your ownership transition. We provide you with invaluable insight as to the elements of value of a design practice as well as the varying approaches to ownership transition.

What to Expect from Our Seminar

  • Understanding your firm’s financial statements and financial ratios
  • Methods of valuing your firm
  • Techniques for transferring ownership
  • Income and estate tax considerations
  • Ownership succession and transfer of control
  • Funding the transition plan
  • Choosing the proper buy-sell agreement
  • Mergers and acquisitions


The cost of the seminar is $695 per person. We offer a 20% discount for each additional registrant from the same design firm. Please register early to assure that there will be space for you. Limited seats are available!


Register online for the seminar and pay by check or credit card. For questions or inquiries on the registration process, please call, 315.472.9127 or email.