Avoiding the Hidden Traps of Ownership Transitions: Why Even The Most “Well-Planned” Architecture Firm Transitions Sometimes Struggle (And How to Make Yours Succeed)

This webinar reveals hidden patterns that can make or break a successful ownership transition - whether that's for a current partner stepping into full ownership, a trusted employee taking the reins, or an experienced professional joining an established firm. The key to successful ownership transitions is avoiding three common and counterintuitive traps: 1) The Suffocation Cycle - being too hard-working as a firm owner; 2) The Financial Fiction - focusing on surface financials while ignoring underlying success factors; 3) The Timeline Illusion - thinking more time will fix issues rather than the right sequence of changes. This session introduces the SMART Practice Transition Framework to navigate the 6 critical areas of firm transition: financial mastery, leadership dynamics, legacy balance, client relationships, work-life balance, and future leadership development. Real-world case studies and proven tools provide a path to confidently execute a successful transition.

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)