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October 8, 2015

Together, with Spencer Fane, CBIZ MHM proudly sponsored the 2nd Annual Architecture, Engineering and Construction industry seminar on October 1st. This year the half day seminar was focused on Transition and Next Generation Planning and concluded with legal trends in the industry. The A/E/C industry is important to CBIZ MHM and we are very pleased to have had several clients and guests attend the event to learn more about the challenges faced and available options when transition planning. The following is a brief summary of the seminar. As an additional resource, the slide deck from this presentation can also be downloaded here

KEY TAKE AWAY: Whether you’re planning for ownership transition of the business during life or planning for the ownership transition of the business upon death, it is imperative that you have a transition plan in place now. 

Joyce Farris, Managing Director at CBIZ MHM, LLC and David Seitter, Partner at Spencer Fane LLP, co-presented the main portion of this half day seminar. During this time, Farris and Seitter focused on the aspects of the transition planning process, available options, the steps you need to consider when formulating a long term action plan and how to ensure you have aligned all of the key aspects which fall within the plan. The presentation slides provide more information on the important steps you should consider when putting a plan in place, and your next steps to ensure you and your business are covered for the future.

David Schatz, Partner at Spencer Fane LLP, concluded the day with legal trends in the construction industry. This section is also reflected in our slide deck and includes important 2015 industry trends and how they may affect your bottom line.

For more information or any questions regarding the presentation or slide deck, please contact Joyce Farris, David Seitter or David Schatz.

Did you miss the seminar, but want to make sure you are added to future invitation lists? Contact aelliott@cbiz.com


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