Navigating the Unique Challenges of Succession Planning and Ownership Transition

Ownership transition is something every design firm owner should plan and prepare for long before it happens. Do you have a clear understanding of your personal and business goals? Have you hired/groomed/identified the next generation of owners within your firm? Are you teaching identified successors about ownership and leadership and preparing them for that role? If an external buyer knocks on your door, is your firm prepared to sell? Understanding your ownership succession options and preparing behind the scenes to implement your chosen strategy positions you and your firm for long-term success.

Speakers:

Taylor Dolan is an experienced business and corporate attorney with Lee/Shoemaker PLLC that advises design firms in a wide range of mergers and acquisitions, internal ownership transitions, contract negotiations, and multi-state registration and licensure compliance strategies. She has hands-on experience structuring, negotiating, and documenting transactions from start to finish, and advising clients through the integration process.

Jonathan C. Shoemaker is an attorney with Lee/Shoemaker PLLC. He is proud to concentrate his practice in the representation of design professionals. Given his experience in the courtroom and advising clients on a variety of transactional matters, Jonathan frequently speaks on risk succession planning, management issues, best practices for design professionals, different project delivery methods, and legal updates both at in-house seminars for his clients and at programs put on by design professional organizations.

NCSEA Webinars and Digital Events Cancellation and Refund Policies

Webinar Cancellation

By NCSEA: If a webinar is canceled by NCSEA, all registered attendees will be notified via email. NCSEA will issue a full refund if the event cannot be rescheduled. If the event is rescheduled and a registrant can not attend on the rescheduled date, NCSEA will offer a credit in the amount of the purchase price.

By Registrant/Attendee: Cancellations must be made at least 24 hours in advance of the webinar (or the first webinar in the case of a series or bundle) and in writing via email (ncsea@ncsea.com) with the subject line “NCSEA Webinar Cancellation” and include the following in the body of the email: Title of Webinar, Order/Invoice Number, Name of Registrant, and Reason for Cancellation. No telephone refund requests will be accepted.

If the request has been approved, NCSEA can do one of the following:

• Refund the amount back to the original order payment method (a $25 cancellation processing fee will be assessed)

• Issue a full credit on the purchaser’s account that can be used towards a future webinar/event.

If you are unable to attend the webinar and the cancellation deadline has passed, a recording will be available (in most cases) in the Education Portal after the webinar has concluded.
Refunds are not granted due to attendee technology issues. It is your responsibility as the webinar attendee to test your computer setup prior to the start of the webinar.

On-Demand Purchases
All on-demand (recorded) webinars, courses, and series sales are final.