The Engineering Center Education Trust

The Engineering Center Education Trust (TECET), a nonprofit organization, educates professionals, students, and the public about engineering and land surveying in the natural and built environment.
 

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TECET Seminar: Successful Ownership Transition, Mergers and Acquisitions

Description for Engineers and Land Surveyors with David Cohen, Matheson Financial Advisors
Status Open
Number of Days 1
Start Time 7:45 AM
Begin Date 12/03/2013
End Date 12/03/2013
Early Reg: 12/03/2013

Location information


Location name: The Engineering Center
Location phone: 617-227-5551
City: Boston
State: MA
Meeting Room: Haley and Aldrich Rm

Web Profile

Successful Ownership Transition, Mergers and Acquisitions
for Engineers and Land Surveyors
with David Cohen, Matheson Financial Advisors
Tuesday, December 3, 2013
7:45 - 11:00 AM
at The Engineering Center
Fee: $200 per person, includes breakfast
 
 
Internal ownership transition planning
We’ll cover industry trends and potential pitfalls of ownership transition, how to build your internal market, mechanics of the process including ESOPs, and shareholder agreements.
 
Industry consolidation is heating up.  We’ll cover the M&A process drawing on real life experiences.  You’ll gain insights into firm valuations, negotiation, deal structuring, underlying business factors impacting transactions, how to get your firm ready to be buyer or seller, and review consolidation trends.  Understand how to position your firm to close deals in the new environment. 
 
David Cohen has over a decade of experience in consulting design firm clients on ownership transition, business valuation, financial management, and mergers and acquisitions.  He has completed appraisal assignments for purposes of M&As, internal ownership transition and succession planning, Employee Stock Ownership Plans (ESOPs), and litigation support engagements.  He assists clients with all facets of ownership transition planning and advises clients through the M&A process. rm clients on ownership transition, business valuation, financial management, and mergers and acquisitions.  He has completed appraisal assignments for purposes of M&As, internal ownership transition and succession planning, Employee Stock Ownership Plans (ESOPs), and litigation support engagements.  He assists clients with all facets of ownership transition planning and advises clients through the M&A process.
 
An expert in financial advisory services, David conducts seminars on financial management, valuation, ownership transition planning, and M&As for the design industry, leads in-house education for firms nationwide and teaches at many national and local ACEC and AIA educational events and ACEC’s Business of Design Consulting.
  
Successful Ownership Transition, Mergers and Acquisitions  
Tuesday, December 3, 2013
7:45 - 11:00 AM
at the Aldrich Center,  The  Engineering  Center  Education  Trust,  One Walnut St,  Boston, MA
Cost: $200 per person. Includes continental breakfast. 50% refund for cancellations made by 11/27/2013. No refunds will be given after this date. No-shows will be billed.
 
For more information about our speaker:
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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