Ownership Transfer Planning for Design Firms

Hall & Company has developed more than 200 internal ownership transfer plans for design firms of all sizes across the United States. 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.

An ownership transfer plan includes a valuation of your firm and establishing 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.

The model demonstrates:

• That the buyers can afford their purchases
• That the firm can meet its stock purchase commitments to retiring shareholders
• That the firm's financial health is maintained throughout the ownership transfer process
• That stockholders receive a good return on their investment in the firm's ownership

This model tests the long term consequences of any particular set of ownership
terms and conditions and helps evaluate alternative ownership plans under a
variety of future financial scenarios.

Our ownership transfer services include:

• Development of stock purchase and sale agreements
• Incentive compensation and stock option plans
• The valuation of A/E practices
• Mergers and Acquisitions
• ESOP plan documents and ESOP valuations

For information about our ownership transfer planning services, please call Mike Hall at 1-360-598-3700.