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From Blueprints to Bottom Line: Improving A&E firm financials
July 27 @ 1:00 pm - 2:00 pm

From Blueprints to Bottom Line:
Improving A&E firm Financials for immediate savings benefits and future growth strategy
Thursday July 27, 2023
1:00pm – 1:45pm EST
Webinar
Calling all architects and engineers! Are you ready to take your A&E firm’s financials to the next level? Discover proven tactics and actionable strategies to unleash immediate savings and supercharge your firm’s future growth. Don’t miss out on this opportunity to transform your financial game plan. Register now and secure your spot for this event with best practices in the Architects and Engineering Industry and case studies that apply to your firm.
LEARNING OBJECTIVES:
• Tax and legal structure to optimize partners’ return.
• Best practice in ownership transition: strategy, tools and planning.
• Key Financials KPI to improve valuation for effective M&A Strategy.
• R&D Credits & 179D programs to reduces taxes in light of the new Amortization of 174 Expenses
Speakers : Will Swearingen –
PRINCIPAL & DIRECTOR OF OWNERSHIP TRANSITION, ZWEIG GROUP Will is a Principal at Zweig Group and leads the firm’s research team and ownership transition consulting group. He received his BS in Biology from the University of North Carolina at Asheville and his MBA from the University of Arkansas with a focus on entrepreneurship. he has worked closely with management teams across the globe to develop ownership transition plans, ranging from simple one-to-one transactions to complex projects that require a great deal of modeling and stakeholder education. From developing benchmarking tools to compensation programs for transition planning, he builds resources for AEC leaders. Alexis Martin – CEO, EPSA USA Alexis currently heads up EPSA USA, the US office of EPSA Group, a consulting firm specialized in Innovation Funding and Operational Performance. EPSA USA supports the AIA in various chapters across the US. EPSA USA identifies under claimed federal and state incentives for businesses of all sizes, educating Architecture, Engineering and CPA firms on the R&D Credit.
Interested in our webinar but unavailable at this time? A RECORDING WILL BE SENT TO ALL THOSE REGISTERED.