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Webinar: Ownership Transition: Tips & Tricks for Taking Over or Cashing in an A/E Firm

AIA Orange County

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Webinar: Ownership Transition: Tips & Tricks for Taking Over or Cashing in an A/E Firm

This seminar will provide an understanding of the basic principles of internal and external ownership transitions of A/E firms.

Learning Objectives:

Understanding of the key aspects of internal and external ownership transitions.
How to Value (and increase the value of) an architectural firm.
How to set up (or fix) an internal transition plan.
How to accomplish a third-party sale.

Date: February 25, 2021

Webinar: 4:00PM to 6:00PM

Learning Units: 2 AIA LUs

Cost:
$10 Members
$15 Non-members (plus service fee)

Presenters:
Michael J. Murtaugh received his undergraduate degree from the University of Cincinnati (BA, with honors, 1970) and his law degree from the UCLA School of Law (JD, 1973), where he represented the school in the National Moot Court competition and was elected to the Order of the Barristers. His practice focuses on the counseling and representation of design professionals, employment counseling and general civil litigation; and he has received Martindale Hubbells highest AV Preeminent rating for ethics and competence.

Michelle R. Generaux received her undergraduate degree from the University of Notre Dame (BA, 1993) and law degree from the William Mitchell College of Law (JD, 1996), and her practice focuses is on the representation of privately held businesses, with an emphasis on architectural and engineering firms. She has extensive experience in entity selection and formation, contract drafting and negotiation, ownership transitions and mergers and acquisitions. She also practices in the areas of probate and trust administration.

Brian T. Franco is the Founder and Managing Partner of Meritage Partners, Inc, based in Newport Beach, California. The Firm represents over 130 years of collective experience and has advised on over $2.0 billion of M&A transactions. Mr. Franco provides nearly two decades of experience in Mergers & Acquisitions Advisory, with an 85% success rate considered to be amongst the most consistent in the industry. Mr. Francos experience in the M&A Industry has greatly contributed to his understanding of transaction structure, strategic placement of both buyers and sellers. Mr. Franco studied Finance and Accounting at CSUF (2001).