OAA Webinar Series: Making Succession Work for Your Firm

Succession planning is crucial for the long-term success of architectural firms. In a professional services practice, succession planning is a complex process. A solid succession plan brings together strategy, people and money. It also needs the right conditions to be in place in order to succeed. In this webinar, we will uncover the challenges and share practical strategies for ensuring your firm is on the right track for transition of leadership and ownership.

Learning Outcomes:

• Understand the importance of succession planning for the continuity and growth of architectural firms.
• Learn what factors drive the viability of the transition and increase the appeal to potential buyers.
• Gain insights into the initial steps towards creating a succession plan tailored to your firm’s needs.
• Understand the key financial considerations involved in succession planning, including valuation methods and financial structuring.

• Victor Carvalho, MEng, PMP, MBA candidate
  Victor is a Senior Consultant at Innovia Partners. Victor works with Innovia’s clients on  compensation assignments and is responsible for Innovia’s compensation surveys. He also leads projects that drive improvements to systems, processes, project management and profitability.