Before the Deal: Positioning Your Firm to Buy with Clarity

Before entering the market, AEC firm buyers need a strong internal foundation; one that aligns leadership on growth goals, clarifies deal structure preferences, and sets realistic expectations for integration. 

Join Becky Carlson, Jeff Adams, and Tom Godin as they help buyers prepare their organization to evaluate acquisition targets with clarity and confidence.

We’ll explore what makes an AEC firm an attractive target, how to assess strategic fit long before formal discussions begin, and how to evaluate operational discipline, financial performance, and cultural dynamics to understand a target’s true strengths and potential risks. Finally, we’ll examine how industry benchmarks, financial modeling, and operational diagnostics inform a strong acquisition thesis and sharpen decision-making.

LEARNING OBJECTIVES:

• Understand the elements of a strong acquisition strategy tailored to the growth goals of architecture and engineering firms.
• Learn how to evaluate potential targets systemically across financial, operational, strategic, and cultural dimensions.
• Identify early signals that a target may require additional diligence, integration planning, or higher risk tolerance.

Participants of this live webinar is eligible to receive 1 LU/PDH/NASBA credit. A certificate of completion will be issued for self-reporting. Zweig Group is an approved continuing education provider with AIA and SHRM.

Regarding the NASBA credit:
Prerequisites: None
Advanced Prep: None
Credit Type: Taxes
Amount of CPE: 1 credit
Program Level: Basic
Delivery Method: Group Internet Based
Stambaugh Ness is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority of individual courses for CPE credit. See SN's CPE Credit Policy here.