BQE CORE is the award-winning firm management software—created by architects, for architects—that project-based firms trust to run their operations for better project outcomes and more profitable futures. Their fully integrated suite of intuitive...

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Securing Your Legacy: Building, Transitioning, and Planning for the Future of Your AEC Firm

Your architecture or engineering firm is more than a business—it’s a cornerstone of your legacy. In this final session of Ryan Sullivan’s AEC series, he discusses how to strategically build your firm to maximize its value and prepare for an eventual transition. Explore different methods for transferring ownership, from selling to external buyers to family succession. Then, learn estate planning essentials to ensure wealth preservation and efficient transfer, and discover strategies for charitable giving and family gifting that align your financial plans with your values. This session will equip you with the tools to secure both your business and personal legacy for generations to come!

Approximately 1 hour. Delivered via webinar or face-to-face presentation. Available sessions shown below.

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This course is registered with: 1 Industry Association(s)

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