Ownership Transfer Planning for Design Firms

A well-designed ownership transfer plan is a competitive advantage in attracting and retaining key people. It provides incentives that motivate staff to manage for profitability and growth.

Ownership Transfer Planning for design firms was the original service offered by Hall & Company starting in 1985. Now, over twenty years later, we have developed more than 250 internal ownership transfer plans for design firms of all sizes throughout the United States. Hall & Company’s founder, Mike Hall, provides this service and continues to work with many of these firms today to assist with the ongoing implementation of their ownership plans.

An ownership transfer plan includes a valuation of your firm and the establishment of a methodology for valuing your firm in future years. We provide stock purchase and sale agreements that are tested and proven to work well in a broad variety of situations. One of our unique services is a comprehensive financial model that demonstrates the viability of an ownership transfer plan. Ownership transfer services include:

• Development of stock purchase and sale agreements
• Incentive compensation plans
• Ownership transfer planning models
• The valuation of A/E practices
• ESOP plan documents and ESOP valuations
• Mergers and Acquisitions
• Incentive Stock Option Plans (ISOs)