Management Succession and Ownership Transfer Techniques

Wednesday, May 11, 2016
3:00-4:15 PM ET

This webinar will provide a comprehensive overview of transitioning the ownership of a construction company to key employees, family members, private equity firms and other construction companies. Attendees will learn how to properly plan and identify techniques and strategies to address the current owner’s transfer and succession planning objectives. Various examples and case studies will be used to provide a detailed, in-depth look at alternative approaches and to identify the pros and cons of each type of transaction.

Learning objectives
After this session, you will be able to:

  • List the advantages and disadvantages of various types of ownership transfer techniques specifically used in the construction industry.
  • Discuss the tax implications for each type of transaction format evaluated.
  • Explain how banks, sureties and other underwriters analyze a contractor's financial statement under each type of ownership.
  • Identify the questions that need to be asked prior to the financial partner's transaction approval.
  • Apply transition techniques learned from case studies to your own transition strategies.

Todd A. Feuerman, CPA, CCA, MBA, Director and Chairman of Ellin & Tucker's Construction Industry Practice Section
Jared Rosen, CPA, MBA, Director in Charge of Ellin & Tucker's Financial Reporting Quality Control Area

Level & Prerequisites
This is a group-internet based program at the Overview Level. Participants should have at least 5 years of construction-related experience including: a basic understanding of construction accounting, financial reporting, tax compliance and operating leadership for a construction company.

Who should attend
Construction business owners, CEOs, COOs and CFOs, surety and Insurance agents in the construction industry, and anyone involved in the financial and/or business operations of a construction company. CPAs in public practice that specialize in the construction industry could also benefit from this presentation.