Webinar: When Selling the Firm Might Be Your Best Option
Chartwell Webinar Series: Session #3 of 3
Thursday, February 4, 2027
11:00 AM - 12:00 PM (CST)
Zoom Webinar
Category: Online Education
Internal ownership transitions and ESOPs, done right, are viable and profitable transition strategies for most engineering firms. But they are not right for everyone. And initially sound ESOP transactions or internal ownership transitions may become unsustainable due to subsequent financial or strategic decisions. This session takes an honest look at the circumstances under which selling the firm to an outside buyer may better serve a firm's owners, employees, and clients. We will cover typical acquisition structures, differences between buyer types, and strategies for getting the most attractive offers from both a price and cultural fit perspective.
Register for One or All - Get Access to Every Recording!
You don't have to attend every session to benefit from the series! Register for just one webinar or all three, and you'll receive access to the recordings of all sessions once the series concludes. Registration will remain open throughout the series, so you can sign up at any time, even after the first sessions have taken place. Registration will close on February 4 at 11:00 a.m., just before the final webinar.
Webinars in this series:
Session #1: Internal Ownership Transitions
Recording will be emailed Feb. 4, 2027.
Session #2: Employee Stock Ownership Plans (ESOPs)
Recording will be emailed Feb. 4, 2027.
February 4 at 11 am
Session #3: When Selling the Firm Might Be Your Best Option
Register here
About the Presenter:
Colin Desmond, Vice President at Chartwell. Colin is a leader in Chartwell’s architecture and engineering industry vertical, where he advises private companies on internal ownership transitions, ESOPs, and M&A. Prior to Chartwell, Colin was a senior consultant at Morrissey Goodale. He also has experience in software engineering and data science.
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