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By Karen Poist | State licensing and tax compliance can make or break your deal, so you must plan early to protect value, avoid liability, and ensure a smooth transition.

By James Gilmer | Proactively addressing these regulatory considerations ensures your firm remains in good standing, competitive, and positioned for long-term success.

By Mark Zweig | Keep the big picture in mind, and make sure you have the right outside accountants who understand more than the tax consequences of these kinds of decisions.

By Liisa Andreassen | Senior principal and president of 19six Architects (San Luis Obispo, CA), one of the oldest and most established architectural firms in California.

By Ezequiel Tovar | You must consider the financials before you can fully understand what it takes for a succession plan to be feasible.

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

By Mark Zweig | The future will be here before you know it, so there is no time to delay your ownership transition planning efforts.

By Mark Zweig | The AEC industry is facing unprecedented demand for what we do. If there was ever a time to say that slow-paying clients are not acceptable, it is now.

By Mark Zweig | Entrepreneurs and small business owners have fundamentally different views on the opportunity each has in front of them.

By Mark Zweig | Many owners fail to understand how much value they can create in their companies if they make the right decisions.

Owner and managing partner at Batture, LLC (New Orleans, LA), a firm dedicated to delivering outstanding results while creating powerful social and environmental change.

By Justin Ramirez | Nothing is as certain as death and taxes. But an owner’s retirement can be, too. If done correctly, an owner’s retirement and its benefits can be just as certain as death...

By Will Swearingen | When considering a deferred compensation strategy for your ownership transition, keep these pros and cons in mind.

As Zweig Group’s director of ownership transition, Will Swearingen understands the emotional stakes at play when a firm founder decides it’s time to pass the torch.

By Will Swearingen | As owners enter the final years of their careers and ponder ownership transition, they have to make some concessions.

Founders of HILGARTWILSON (Phoenix, AZ), an exemplary multidisciplinary firm that was formed in the middle of the Great Recession.

The R&D tax credit is the most widely applicable and powerful tax incentive, but it’s not the only one AEC firms should take advantage of.

President of CEI, a 20-year-old minority-owned engineering and contracting firm based in Miami Lakes, Florida.

President of JCJ Architecture, a local, national, and global architecture, planning, and interior design firm based in Hartford, Connecticut.

Ownership transition is a complex and ever-changing problem for the majority of AEC firms. No two firms are alike – so no universal formula or methodology will work in every situation. Creators of internal ownership...

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...

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....

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....

If you want to achieve great things and have fun in the process, it’s best to foster a collaborative attitude. Review and approval processes vary greatly around our country, and two extremes are California and...

At $746 million, the EPA’s lowball price tag for cleaning up the Portland Harbor Superfund site is ‘wishful thinking,’ according to one important critic. By Richard Massey Managing Editor The Environmental Protection Agency recently released...

By Mark Zweig | Many folks working in firms in the A/E/P and environmental consulting industry don't understand commonly-used financial terminology. How can you blame them? If no one ever explained it to them you...

At the end of every year, Larz Picklefranz, managing partner of architecture and interiors firm Picklefranz, Lordosa, Fauna, and Schlossenberger, got the blues. Maybe it was just that the holidays reminded him of his long...

One of the principals of a firm I have been acquainted with for a couple of years called the other day to tell me he had just left a board of directors’ meeting where they...