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. GBQ is 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.

Kristi Weierbach, Stambaugh Ness Director of Workforce Advisory, and Joe Borowski, GBQ Director, Valuation & Financial Opinion Services, completed our Drafting A Blueprint For Financial Success webinar series focusing on ways to protect the legacy of current owners while positioning new ownership to successfully lead the firm into the future. In addition to reviewing successful ESOP case studies for AE firms, they discussed:

  • 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

To learn more about preparing your AE firm for the future, click here for a recording of Ownership Transition, ESOPs & NextGen: The Future Of Your AE Firm.

Previously recorded webinars in this series are available for download. To learn how to ensure you’re taking the necessary steps for your firm to remain competitive and profitable, click here. For information on the R&D tax credit, along with how to maximize and implement this powerful tax strategy, click here.

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