Skip to content

Ownership Transition: Developing Future Firm Leadership

A session about Ownership Transition: Developing Future Firm Leadership was presented at A’19, the AIA Conference on Architecture 2019.

Text

A session about Ownership Transition: Developing Future Firm Leadership was presented at A’19, the AIA Conference on Architecture 2019.  The PowerPoint slides address the following learning objectives:

  • Recognize what current owners need to do well in advance to prepare for a successful firm transition in the future.
  • Recognize the challenges and decisions for those who wish to transition into firm ownership to better evaluate their best course of action
  • Understand the various risks and hurdles of different actions or inactions to help protect and manage the architect’s and the firm’s interests in the transition.
  • Understand the various insurance issues when transitioning firm ownership, including Extended Reporting Periods, claims history, limits of liability, and more.

More on Ownership Transition & Retirement & Financial Planning