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Successful Ownership Transition, Mergers and Acquisitions - December 3, 2013

Type:  Announcements  

Successful Ownership Transition, Mergers and Acquisitions for Engineers and Land Surveyors

Tuesday,  December 3, 2013, 7:45 - 11:00 AM

at Aldrich Conference Center, The Engineering Center

One Walnut Street, Boston MA  02108 

$200 per person with David S. Cohen, Esq., ASA, Matheson Financial Advisors, Inc.

Offered by The Engineering Center Education Trust (TECET)


Download Registration Form

Register online


Financial Program for Emerging and Current Leaders

Learn how to build shareholder value and plan for exit strategy management, including capital and growth strategies related to the continued industry consolidation.
Presenter: David S. Cohen, Esq., ASA, Managing Director



Successful Ownership Transition; Mergers and Acquisitions: December 3, 2013

This session will walk through current trends in the industry for ownership transition planning.  Once you understand these trends, we will create an understanding of potential pitfalls of ownership transition, how to build your internal market, mechanics of the process including ESOPs, and shareholders agreements.


As industry consolidation is heating up, attendees will learn about the merger and acquisition process and draw on real life experiences to provide a better understanding of this subject. We will provide insight into firm valuations, negotiation, and deal structuring, discuss underlying business factors that impact transactions, how to get your firm strategically ready to be a buyer or seller, and review the industry consolidation trends. Understand how to best position your firm to successfully close deals in the new environment.


About David Cohen, Esq. ASA, Managing Director
Matheson Financial Advisors, Inc.


David has over a decade of experience in consulting design firm clients on ownership transition, business valuation, financial management, and mergers and acquisitions. David has completed appraisal assignments for purposes of mergers and acquisitions, internal ownership transition and succession planning, Employee Stock Ownership Plans (ESOPs), and various litigation support engagements. He has assisted clients with all facets of ownership transition planning and advised clients through the mergers and acquisitions process.


As an expert in financial advisory services, David conducts seminars on the topics of financial management, valuation, ownership transition planning, and mergers and acquisitions for the design industry, as well as leading in-house educational presentations for firms nationwide and speaking at ACEC and AIA National and State conferences and seminars, as well as for the Ontario Association of Architects. He is an instructor for the ACEC Business of Design Consulting program and the ACEC Illinois and Washington emerging leaders programs.


David graduated from the University of Miami (FL) and earned a Bachelor of Business Administration degree with a major in Accounting. He also earned his Juris Doctorate from the University of Miami School of Law and is licensed to practice law in Florida and Massachusetts. David received the coveted Accredited Senior Appraiser (ASA) designation with a specialization in business valuations. He is a member of ACEC, the American Society of Appraisers, and the ESOP Association.


David S. Cohen, Esq., ASA
Managing Director
Matheson Financial Advisors, Inc.
4 Mechanic St., Suite 211
Natick, Massachusetts 01760
Tel:     508.655.9700   




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