Key Steps for a Successful Business Transition

Presented on:
August 10, 2021 10:00 AM PT
1 hour

When evaluating exit strategies, businesses must consider what’s available to them and prepare their business financially and operationally to achieve their goals. Business transitions are often viewed as a single event, but there are essential steps that should take place well before and immediately after a transition.

Join us for an on-demand webcast covering how architecture, engineering, and construction (AEC) businesses can take a holistic approach to a business transition. Our industry experts will cover a range of topics, including:

  • Key steps to determine and increase enterprise value for ownership transition
  • The interdependencies between ownership transition and management succession
  • Sell-side operational readiness and post-transaction integration
  • How to best structure business operations
  • How to execute a transition that will drive both short- and long-term success

This offering is part of our Business Transition Webcast Series.



Dustin Snyder, Senior Manager, Moss Adams

Dustin is a senior manager with the Moss Adams Valuation Services group. He’s worked in valuations and financial analysis roles since 2009. Dustin assists in the valuation of privately held companies for a variety of purposes, including, gift tax, estate planning, potential sale and acquisition, financial reporting, and corporate planning.

Aaron Martinez, Director, Moss Adams

Aaron has worked in M&A since 2000 and leads the firm’s Merger Management Services and specializes in buying and selling businesses, business transformation, operational performance improvement, growth strategies and developing management capabilities.

Mark Steranka, Partner, Moss Adams

Mark has over 35 years of experience helping businesses from a wide range of industries with planning, performance, people, and communications to strengthen performance, increase enterprise value, and navigate ownership transition and management succession.

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