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Ownership Transition, ESOPs & NextGen: The Future Of Your AE Firm


August 27, 2019

2:00 – 3:00 PM



The needs of today’s Architectural and Engineering firms go beyond traditional tax and accounting services. To remain competitive in today’s business environment, critical decisions require an experienced partner. We are pleased to partner with Stambaugh Ness, a professional services leader in the Architecture and Engineering industry, for a series of webinars designed to provide tools and techniques for growth-minded professionals building future-ready firms.

As AE firms look to the future, many are facing an ownership transition. Join Kristi Weierbach, Stambaugh Ness Director of Workforce Advisory, and Joe Borowski, GBQ Director, Valuation & Financial Opinion Services, as they discuss ways to protect the legacy of current owners while positioning new ownership to successfully lead the firm into the future. An ESOP is a unique option for transitioning ownership in a tax-advantaged manner, while at the same time rewarding employees with ownership and setting up the company for long-term sustainability and success. For these reasons and more, an ESOP has been an especially popular option for architecture and engineering firms, which we will highlight using case study examples. Additional topics to be discussed include:

  • Benefits of an ESOP to selling shareholders, company management and employees
  • Critical milestones and process for transitioning to an ESOP ownership model
  • NextGen and its importance for the future

This webinar qualifies for 1.0 hour of CPE.


Joseph Borowski Director, Valuation & Financial Opinion Services