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Search results

10 results found for “stock options”

Surveys & Reports
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Surveys & Reports

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  • The power of valuation in AEC firms

    The power of valuation in AEC firms

    May 17, 2026

    By Becky Carlson | Understanding your firm’s value early can reveal growth opportunities, reduce risk, and support long-term transition planning.

    Read
  • Starting with the end in mind

    Starting with the end in mind

    April 12, 2026

    By Elizabeth Nilsen | Successful AEC firms treat succession planning as a strategic priority from the beginning, not a last-minute retirement decision.

    Read
  • An all-too-common tale

    An all-too-common tale

    February 01, 2026 | Mark C Zweig

    By Mark Zweig | A cautionary AEC story about control, delayed succession, and how avoiding transition can undo decades of good work.

    Read
  • Twelve ways to maximize value

    Twelve ways to maximize value

    January 25, 2026 | Mark C Zweig

    By Mark Zweig | For AEC firm owners and top managers who say they care about value but keep acting like they don’t.

    Read
  • The new rules of growth

    The new rules of growth

    December 14, 2025 | Will Swearingen

    By Will Swearingen | A new era of AEC growth is emerging, driven by value creation and strategic expansion.

    Read
  • Crucial strategies to adopt

    Crucial strategies to adopt

    September 14, 2025 | Mark C Zweig

    By Mark Zweig | Implement these specific strategies to set the stage for your firm’s long-term growth and success.

    Read
  • Corporate retirement plans in M&A

    Corporate retirement plans in M&A

    August 10, 2025

    By CJ LaPorta | Retirement plans play a critical role in M&A and should not be overlooked during planning or integration.

    Read
  • Buy/sell agreements

    Buy/sell agreements

    August 04, 2024 | Ezequiel Tovar

    By Ezequiel Tovar | These are vital instruments for AEC companies to ensure smooth transitions and business continuity.

    Read
  • To sell or not to sell

    To sell or not to sell

    June 23, 2024 | Ezequiel Tovar

    By Ezequiel Tovar | Deciding what you will do with your firm, whether you decide to sell internally or externally, will be life-changing.

    Read
  • Don’t wait until it’s too late

    Don’t wait until it’s too late

    December 03, 2023 | Ezequiel Tovar

    By Ezequiel Tovar | Neglecting succession planning jeopardizes the future of your company’s internal transition.

    Read
  • From blueprints to bottom line

    From blueprints to bottom line

    October 22, 2023 | Will Swearingen

    By Will Swearingen, Kevin Johns & Alexis Martin | Finding extra deductions or credits will serve you now and when the time comes to transfer ownership.

    Read
  • Better not forget about your people

    Better not forget about your people

    October 01, 2023 | Mark C Zweig

    By Mark Zweig | Owning a firm that will be profitable and grow over time requires a longer term view and a willingness to invest in the people who generate the revenue.

    Read
  • Preparing to go buy-side

    Preparing to go buy-side

    May 28, 2023 | Adrian de la Garza

    By Adrian De la Garza | Insights and considerations that can help you decide if you’re ready to buy another firm.

    Read
  • Putting people first: Steve Margaroni

    Putting people first: Steve Margaroni

    April 03, 2022

    By Liisa Andreassen | CEO of Psomas (Los Angeles, CA), an employee-owned firm providing engineering, environmental, construction management, and survey/geospatial services.

    Read
  • Something for everyone

    Something for everyone

    September 06, 2021

    By Chad Clinehens | With both a virtual and an in-person conference this year, ElevateAEC has something for everyone.

    Read
  • A chance to learn: Bruce Herrington

    A chance to learn: Bruce Herrington

    July 11, 2021

    By Liisa Andreassen | President of Line Scale Form (Birmingham, AL), a firm with a goal of providing clients with designs that are exceptional and practical – visually, fiscally, and functionally.

    Read
  • Observations on ownership transition

    Observations on ownership transition

    July 11, 2021

    By Mark Zweig | There are many variables to consider when planning for an ownership transition in an AEC firm.

    Read
  • Encourage ownership among young people

    Encourage ownership among young people

    May 30, 2021

    By Jon Parrish | Getting everyone to think and act like an owner will result in more of your people making day-to-day decisions with the best interest of the company in mind.

    Read
  • Incentive compensation

    Incentive compensation

    December 27, 2020

    By Will Swearingen | Management incentives can be used to motivate key staff and to build capital and liquidity for individuals in the event of a transition.

    Read
  • Is an ESOP right for your firm?

    Is an ESOP right for your firm?

    October 25, 2020

    If your firm has the following characteristics, the more likely an ESOP is a good and viable option for your firm.

    Read
  • Treasure(y) stock

    Treasure(y) stock

    October 04, 2020

    By Will Swearingen | Don’t let the concept of treasury stock cloud your transition strategy.

    Read
  • Ownership: Montell Irvin

    Ownership: Montell Irvin

    April 13, 2020

    President and CEO of Ramey Kemp & Assoc. (Raleigh, NC), a transportation engineering, planning, and design firm founded in 1992.

    Read
  • Incentive compensation

    Incentive compensation

    February 17, 2020

    By Christina Zweig Niehues | A good incentive compensation program needs to be carefully matched with the specific goals of your firm.

    Read
  • Role model: Randy Regier

    Role model: Randy Regier

    October 07, 2019

    President and principal-in-charge at Taylor Design, an architecture and interior design firm headquartered in Irvine, California.

    Read
  • Owning ownership transition

    Owning ownership transition

    September 09, 2019

    The effort to chart a new path should begin long before firm founders retire, and should be exhaustive.

    Read
  • Family man: Mark Dillon

    Family man: Mark Dillon

    August 05, 2019

    President and co-founder of ADC Engineering, Inc., a multidisciplinary firm based in Hanaham, South Carolina.

    Read
  • Transparent intentions: Allen Roth

    Transparent intentions: Allen Roth

    July 15, 2019

    President of JBCI, a small, but venerable, repair and restoration firm based in Philadelphia.

    Read
  • Conference call: Michael Sheerin

    Conference call: Michael Sheerin

    June 17, 2019

    CEO of TLC Engineering Solutions, an Orlando, Florida-based firm pushing its way into the future.

    Read
  • Understanding ESOPs (Part 2)

    Understanding ESOPs (Part 2)

    April 29, 2019

    For S-corps and C-corps, ESOPs offer different, but significant, tax benefits to both the selling shareholder and the surviving company.

    Read
  • Key successors: Bob Howell

    Key successors: Bob Howell

    March 04, 2019

    CEO of SSOE Group (Hot Firm #44 for 2018), a global project delivery firm for architecture, engineering, and construction management based in Toledo, Ohio. By Liisa Andreassen Correspondent “All key positions within the company are...

    Read
  • Decision-making: Joe Derhake

    Decision-making: Joe Derhake

    February 18, 2019

    CEO and founder of Partner Engineering and Science, Inc. (Hot Firm #9 for 2018), a 700-plus person engineering and environmental due diligence consulting firm. By Liisa Andreassen Correspondent “There’s no boundary between entry-level and senior-level...

    Read
  • ESOP ebullience

    ESOP ebullience

    August 20, 2018

    Employee stock ownership plans are rewarding for your staff, allow for continuity, and can enhance a firm’s culture and legacy. Editor’s note: Wintrust Commercial Banking is a sponsor of the 2018 Hot Firm + A/E...

    Read
  • Conference call: Ownership transition

    Conference call: Ownership transition

    August 06, 2018

    Each week, The Zweig Letter features commentary from top-flight leaders of AEC firms. Here is a compilation of their thoughts on maintaining the leadership pipeline. By The Zweig Letter Staff Nic Andreani, president with W&M...

    Read
  • Conference call: Sepideh Saidi

    Conference call: Sepideh Saidi

    June 18, 2018

    President and CEO of SEPI Engineering & Construction, Inc. (Hot Firm #74 for 2017), a 350-person firm based in Raleigh, North Carolina. By Liisa Andreassen Correspondent “People need to feel like their work life is...

    Read
  • Conference call: Grant Gibson

    Conference call: Grant Gibson

    June 04, 2018

    Founder and CEO of GATE (Hot Firm #35 for 2017), a 300-plus person oil and gas engineering consulting company based in Houston. By Liisa Andreassen Correspondent “When clients/friends see what we post and comment to...

    Read
  • Conference call: Kevin Honomichl

    Conference call: Kevin Honomichl

    May 28, 2018

    Co-founder and president of BHC Rhodes (Hot Firm # 15 for 2017), a 130-person civil engineering firm based in Overland Park, Kansas. By Liisa Andreassen Correspondent “Profit centers go against the dynamic of a team...

    Read
  • Crucial compatibility

    April 09, 2018

    An acquired firm can double your size, elevate your design reputation, and give you a foothold in a new market – if the cultures fit. Editor’s note: Design Organization was acquired by Shive-Hattery in 2012....

    Read
  • Your exit strategy

    March 26, 2018

    There are a few ways to transition out of your firm. The internal transition is popular because it has great value and keeps the firm going. At some point in every A/E firm owner’s business...

    Read
  • Conference call: Christine Franklin

    March 12, 2018

    Comprehensive Environmental, Inc. (Best Firm #1 Geotechnical, #3 Environmental, and #13 Civil for 2017), a Miami Lakes, FL, based 80-person engineering and contracting firm. By Liisa Andreassen Correspondent “I’ve never termed any event in my...

    Read
  • A new year with Jamie Claire Kiser

    A new year with Jamie Claire Kiser

    January 09, 2018

    A Note from Jamie Claire Kiser Director of Consulting Highlights from 2017 In 2017, we helped clients across the country close deals, taking our mergers & acquisitions team everywhere from Texas to Michigan, Minnesota to...

    Read
  • Deep six

    January 01, 2018

    Keeping up with the latest and greatest in marketing is tough, but it’s easy to see what techniques need to be left behind. If you’re still doing the same kind of marketing you were doing...

    Read
  • Six Things That Work For Ownership Transition

    Six Things That Work For Ownership Transition

    November 06, 2017

    This post first appeared as an article in The Zweig Letter, Issue 1223 Besides the fact that an external sale will typically provide the greatest financial return for A/E owners who want to transition out...

    Read
  • Ownership transition in A/E firms

    Ownership transition in A/E firms

    November 06, 2017

    Besides the fact that an external sale will typically provide the greatest financial return for A/E owners who want to transition out of their firms, a solid majority of principals still prefer internal ownership transition....

    Read
  • Ownership transition in A/E firms

    November 06, 2017

    Besides the fact that an external sale will typically provide the greatest financial return for A/E owners who want to transition out of their firms, a solid majority of principals still prefer internal ownership transition....

    Read
  • Force multiplier

    September 11, 2017

    You can leverage M&A to accelerate strategic shifts and implement your growth strategy, but there are plenty of risks along with the reward. While M&A is not a strategy in and of itself, it is...

    Read
  • TZL podcast: AECWorkforce History Lesson with Mark Zweig

    TZL podcast: AECWorkforce History Lesson with Mark Zweig

    September 05, 2017

    Here is the full transcript of a great conversation that we had with Mark Zweig. He gave us a history lesson on AECWorkforce and the importance of an effective job board for the Design and...

    Read
  • Zweig Group Media: AECWorkforce History Lesson with Mark Zweig

    September 05, 2017

    Here is the full transcript of a great conversation that we had with Mark Zweig. He gave us a history lesson on AECWorkforce and the importance of an effective job board for the Design and...

    Read
  • Conference call: Paul Gabriel

    July 31, 2017

    President of Environmental Partners Group, Inc. (Hot Firm #22 for 2017), a 55-person firm based in Quincy, Massachusetts. By Liisa Andreassen Correspondent “Their problems need to be your problems,” says Gabriel, referring to the client-firm...

    Read
  • Conference call: Tim Carl

    March 27, 2017

    CEO of HGA (a multiple Hot Firm award winner), a national, 750-person integrated architecture, engineering, and planning firm based in Minneapolis. By Liisa Andreassen Correspondent “Our most successful proposals help the client visualize the journey...

    Read
  • Expert opinion

    Expert opinion

    December 09, 2016

    The decision to pursue an M&A growth strategy can benefit your firm, but it helps to know what you’re doing on the front end. At our annual Hot Firm and A/E Industry Awards Conference in...

    Read
  • Paid time off. Really?

    October 17, 2016

    When recruiting big talent, don’t let little details in the benefits package get in the way of making a winning offer. I’m amazed at the need that exists out there for great talent. Firms in...

    Read
  • Ready to sell?

    April 28, 2016

    Avoid these common M&A mistakes, which happen a lot when firms try to close a deal without the guidance of a seasoned pro. When we talk to sellers in this industry, we often find that...

    Read
  • Scoping out the competition

    May 15, 2015

    It is a good to be to be a principal, partner, or owner in the architectural, engineering, planning, and environmental consulting industry! In its 2015 Best Jobs rankings, U.S. News & World Report lists Architect...

    Read
  • From the Chairman: Finding management & leadership talent

    May 02, 2014

    Search outside the firm or groom from within? To this author, the answer is obvious. I wrote last month about a position description for an office leader. But where do you look for the talent...

    Read
  • F&A Advisor: Growth is not free

    February 01, 2013

    By W. Hobson Hogan Principal, ZweigWhite Consulting In today’s environment, many firms believe that they must become more diversified and larger to compete. In most cases, firms turn to mergers and acquisitions as a way...

    Read
  • F&A Advisor: Merger compatibility

    January 24, 2013

    This article first appeared in The Zweig Letter (ISSN 1068-1310) Issue # 991 Originally published 1/28/2013 When the sky is a different color on the other side, the likelihood of coming to an agreement is...

    Read
  • Is Cash Really King?

    November 08, 2011

    Press Release: November 8, 2011 FAYETTEVILLE, Ark. (November 8, 2011) – Take cue Apple. Holding on to too much cash can be perilous for business enterprises, not the least design firms. An article in the...

    Read
  • ZweigWhite Investment Banking Services

    March 11, 2011

    1. Buy-Side Representation ZWEIGWHITE has been focused on business management services, research and information for architecture, engineering and environmental consulting firms since 1988. As such, we are uniquely qualified to find the right business(es) to...

    Read
  • Three takes on planning for your exit

    December 13, 2010

    Until 2004 Ravi Maniktala ruled supreme at ME Group (Omaha, NE), a 60-person mechanical and electrical engineering, building simulation, and lighting design firm. At that time, however, Maniktala, still the firm’s president today, decided to...

    Read
  • Pay on time

    September 21, 2009

    Probably no one warned you before you started your A/E/P or environmental consulting firm about the slipperiest of slippery slopes— one you don’t want to go down— that of not paying your bills on time....

    Read
  • Hard times, strategic blunders, and actions you can take

    February 16, 2009

    As the economy gets worse, and panic sets in amongst the management of too many A/E/P and environmental firms, mistakes will be made that are difficult to recover from. I’m referring to decisions such as...

    Read
  • Getting the most from your outside directors

    October 06, 2008

    More and more design and environmental firms are adding outsiders to their Boards of Directors. There are many reasons for doing so but that’s not the point of this article. Instead, what I want to...

    Read
  • Making the CEO Happy with HR

    October 15, 2007

    Human resources management has long been criticized and undervalued by top management in A/E/P and environmental firms. Evidence of this fact is pay. According to ZweigWhite’s 2007-2008 Management Compensation Survey of Architecture, Engineering, Planning &...

    Read
  • Succession Doesn’t Always Go as Planned

    November 27, 2006

    Rupert Stanchion was the founder and only CEO Stanchion Associates had ever had from its founding in 1980. Now nearly 60 years old, he was beginning to get the idea that some people thought it...

    Read
  • Commitment to Success: Look For It

    August 22, 2005

    I got up this morning to an e-mail from one of my old clients and friends, Kit Miyamoto, CEO of Miyamoto International (Sacramento, CA), a fantastic structural engineering firm. He sent it at 4-something a.m....

    Read
  • Keeping Someone in Your Firm

    September 03, 2004

    It’s hard to grow if you can’t keep the people you already have working for you. Every time someone leaves you have to replace them. And it’s as hard or harder than ever— as well...

    Read
  • Ownership Transition Blues

    March 03, 2003

    Let’s face it. The economy of the last couple of years has led to diminished expectations and in some cases, declining values, not just in our 401(k) plans and stock portfolios, but also in terms...

    Read
  • Keeping the Growth Alive

    September 16, 2002

    I am sitting here this morning, in our Natick office, staring at my computer. I need to write a talk for our upcoming Zweig Letter Hot Firm 2002 Conference and Celebration in Boston. I am...

    Read
  • The Collective Mental State

    January 14, 2002

    If you look at the effect the events of September 11 had on everyone in this country, it’s really pretty amazing. The collective funk that ensued hurt businesses of all types in an unprecedented way....

    Read
  • So, You Want to Be an Associate?

    December 10, 2001

    When I worked inside an A/E firm as a human resources director, I would occasionally have someone in my office telling me that they wanted to be an associate. And I have to tell you,...

    Read
  • A Good Place to Work

    August 13, 2001

    Denise Jones, CADD technician and seven-year employee at DEF Associates, was fed up with the complainers at her firm. What was wrong with these people? All they could do was gripe about one thing or...

    Read
  • The Compassionate Firm

    October 30, 2000

    Is your firm a compassionate firm? Do you choose what’s humane over what’s best financially in certain situations? And what difference does that make, anyway? Business is business. And we all know that to be...

    Read
  • How Much is an Employee Worth?

    September 25, 2000

    With all of the employment-related pressures that firms face today, it’s getting harder and harder to figure out what you really need to pay somebody to do a given job. There are so many ways...

    Read
  • Life and work should be more than fun

    April 10, 2000

    I had a 56-year-old client say to me the other day that he just isn’t having any fun anymore. He wants to change his life, and he had decided to sell his firm so that...

    Read
  • After the Turnaround

    December 02, 1996

    I just got back from the annual business planning meeting with the board of directors of a client of ours that underwent a significant turnaround in the last couple of years. They went through everything...

    Read
  • Your Partners

    November 11, 1996

    I had a revelation the other day: I don’t know of a single top manager in an A/E/P or environmental firm who is completely thrilled with every one of his or her partners, shareholders, or...

    Read
  • What Motivates?

    November 21, 1994

    What’s the best way to motivate staff people? When faced with that question, most firm principals think about what to give them. The experts tell us to pay spot bonuses for an effort that goes...

    Read
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