SYRACUSE, N.Y. — Dannible/McKee and Associates, Ltd. is planning three virtual seminars on “successful succession planning,” specifically designed for architecture and engineering firms, in the coming weeks. The first two seminars are set for April 20 and May 19, from 9 a.m.-5 p.m., and the third is slated for June 8 between 10:30 a.m. and […]
SYRACUSE, N.Y. — Dannible/McKee and Associates, Ltd. is planning three virtual seminars on “successful succession planning,” specifically designed for architecture and engineering firms, in the coming weeks.
The first two seminars are set for April 20 and May 19, from 9 a.m.-5 p.m., and the third is slated for June 8 between 10:30 a.m. and 6:30 p.m., per an email from the Syracuse–based firm.
Dannible/McKee and Associates, Ltd. is a provider of valuation, ownership transition, and financial consulting services to architecture, engineering, planning, and environmental consulting firms, per its website. It’s an affiliated company of Syracuse–based Dannible & McKee, LLP, a full-service certified public accounting firm.
“A smooth and effective transition requires an understanding of all the options available, careful preparation and long-term planning,” Dannible/McKee said.
The program — developed specifically for partners, shareholders and associates — examines the complex environment of ownership transition in architecture and engineering firms and provides expert guidance on structuring the most-effective transition plan.
Dannible/McKee and Associates says the virtual seminars are designed to ensure attendees can still receive the content without the travel and group setting. Attendance is kept small and sessions offer full interaction with the presenters through the meeting platform — allowing attendees to ask specific questions about their situation, the firm said.
During the one-day seminar, Dannible/McKee and Associates will cover topics that include proper methodologies for valuing a firm, understanding financial statements and financial ratios, choosing the proper buy-sell agreement, ownership succession and transfer of control, income and estate-tax considerations, and mergers and acquisitions.
The cost of the virtual seminar is $595 per person. The firm offers a 20 percent discount for each additional registrant from the same firm. More information is available at https://www.dmconsultingseminars.com/#seminar-overview