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X-ORIGINAL-URL:https://www.sdanyc.org/
X-WR-CALNAME:SDA New York
X-WR-CALDESC:LEARN · GROW · ACHIEVE
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CLASS:PUBLIC
UID:MEC-15cf76466b97264765356fcc56d801d1@sdanyc.org
DTSTART:20241105T173000Z
DTEND:20241105T183000Z
DTSTAMP:20241025T040100Z
CREATED:20241024
LAST-MODIFIED:20241025
PRIORITY:5
SEQUENCE:10
TRANSP:OPAQUE
SUMMARY:Navigating the Valuation Landscape: Key Steps in Firm Succession
DESCRIPTION:Program Description\nThis seminar will show attendees why every firm needs an exit strategy now and why operations has the best skillset to start the planning process.  Firm succession concerns the owners AND the rest of the firm’s employees and their jobs.  After this seminar, you will understand\n\n\nReasons why it is never too early to prepare an Exit Strategy\nReasons why a Firm Valuation is necessary NOW\nThe typical A|E Firm Valuation Methods and trends in the marketplace, such as private equity\nTypical methods of financing and\nWhat to include and not include in a Buy|Sell Agreement\n\nBONUS:  e-booklet on Ten Value Drivers for Firm Succession for all attendees.  This e-booklet covers the top ten steps you can take now to increase the value of your firm for firm succession.\nWe would love to hear what questions or issues you have about your firm’s succession plans. Please feel free to send any questions and topics you would like covered to Pat Leyden (pat.leyden01@gmail.com)\n \nAbout the Presenter\n Deborah A Gill, CPA FSDA\n\n\n\nDeborah has 100,000 hours of experience in architecture, engineering, and land surveying firms, working in large and small firms and as a consultant to the industry. Deborah spent 21 years as the Controller at Clark Nexsen, a 500+ architectural/engineering (A/E) multi-disciplined firm establishing budgeting practices and reporting to monitor outcomes. As a consultant and owner of Profit by Design, LLC, she provided accounting and systems support for Deltek products to more than 100 clients. Deborah established project management and financial systems in many companies to support the implementation of accounting software. As CFO at Precision Measurements, Inc., she doubled revenue and grew the firm by implementing better business practices, including contract management, revenue budgeting, and project finance monitoring. As a consultant and controller, she has been involved in the operations side of several mergers and acquisitions.\nDeborah is the author of The Controller’s Sketchbook, a Finance and Accounting Guide for the A|E Firm. She teaches SDA’s BizTrak® workshops as well as deep dives into Ownership Transition, Project Management (finances), and Financial Statements for non-finance types for many firms and organizations, including SDA, SMPS, SHRM, AIA, IFMA, ACEC-V, and NSPS.\nDeborah is involved in A|E sector associations and community institutions, including SDA, AIA, Canstruction, and Women United. She has a B.A. in foreign service from the University of Mary Washington and is a CPA in Virginia.\nVisit her websites at www.profitbydesignllc.net and www.controllersketchbook.com\n\n\n\n \nPricing\nSDA NY Members: No Charge\nSDA Members (outside of NY): $10\nNon-SDA Members: $25\n \n \n
URL:https://www.sdanyc.org/all-events/navigating-the-valuation-landscape-key-steps-in-firm-succession/
CATEGORIES:SDA New York Chapter
LOCATION:LANGAN, 368 Ninth Avenue, 8th Floor, New York, NY 10001
ATTACH;FMTTYPE=image/png:https://www.sdanyc.org/wp-content/uploads/2024/04/SDA_Program_Events-Thumbnail.png
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