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It’s Lonely at the Top:Exit Strategy Alternatives for Sole Owners and Partners

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ZweigWhite

The document discusses various exit strategy options for sole owners and partners of design and construction businesses looking to retire. It covers internal transition options like direct stock purchases, employee stock ownership plans, and leveraged recapitalizations. It also discusses the current merger and acquisition environment and considerations for externally selling one's firm. Owners are encouraged to understand their motivations, prepare financially and organizationally, and seek expert guidance to navigate ownership transitions.

Business
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managing the business of design & construction It’s Lonely at the Top Exit Strategy Alternatives for Sole Owners and Partners Presented by: Steve Gido, CFA and Michael O’Brien, ASA ZweigWhite Financial Advisory Services Boston 321 Commonwealth Road Suite 101 Wayland, MA 01778 1-508-651-1559 Washington, DC 1001 19th Street, North Suite 1200 Arlington, VA 20009 1-202-965-3390 Chicago IBM Plaza 330 N. Wabash, Suite 3201 Chicago, IL 60611 1-312-628-5870
ZweigWhite Financial Advisory Services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Learning Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Internal Ownership Transition ,[object Object],Visit us at www.zweigwhite.com Percent of Total Population 20.0% 22.0% 24.0% 26.0% 28.0% 30.0% 2004 2006 2008 2010 2012 2014 2016 2018 2020 Year Percent 55 & Up 35 to 54
Internal Ownership Transition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Internal Ownership Transition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Internal Ownership Transition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Internal Ownership Transition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Internal Ownership Transition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Internal Ownership Transition ,[object Object],Visit us at www.zweigwhite.com
Internal Ownership Transition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Internal Ownership Transition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Internal Ownership Transition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Internal Ownership Transition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Internal Ownership Transition ,[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
M&A Environment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Current M&A Climate Visit us at www.zweigwhite.com
M&A Environment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Desired Criteria by Buyers Visit us at www.zweigwhite.com
M&A Environment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sale Rationale Visit us at www.zweigwhite.com
Sell Down or Sell Out? Key Differences between an Internal Transition and External Sale: Visit us at www.zweigwhite.com
What does a typical AEC deal look like? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Are You “Transaction Ready”? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Getting Going – Typical Firm Sale Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Getting Going – Typical Firm Sale Process Illustrative Sale Process Visit us at www.zweigwhite.com
Getting Going - Firm Sale Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Getting Going - Firm Sale Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Closing Thoughts ,[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Dedicated Exit Strategy Seminars & Events ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com
Questions ? Visit us at www.zweigwhite.com
Contact Information ,[object Object],[object Object],[object Object],Visit us at www.zweigwhite.com

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