AE Growth: Financial & Tax Strategies for Buyers & Investors

October 31, 2024
02:00pm-03:00pm EST
At Your Desk, GoToWebinar

Acquiring or investing in an architecture and engineering (AE) firm presents unique challenges that must be fully understood to drive long-term value. Join industry experts Kevin Kline, Tony Machi, and Jennifer Nelson for this webinar where we’ll explore the critical factors that differentiate AE firms from other industries and the key considerations investors and buyers should prioritize including:

Financial Health & Other Unique Characteristics of AE Firms:
Understand the many different items that need to be considered when acquiring an AE Firm and dive into the importance of robust financial reporting and learn what to watch for if the financials are weak.

FAR & Overhead Rate Impact on EBITDA:
Discover how the Federal Acquisition Regulation (FAR) and overhead rates can drastically affect EBITDA. We’ll share real-life examples that show what happens when these rates are overlooked.

Tax Considerations:
Gain insights into the tax complexities that come with AE firm transactions. We’ll cover key tax issues and how to recognize and navigate them.

Whether you’re an AE firm pursuing M&A for expansion or a private equity group entering the AE market, this session will equip you with valuable insights for greater return on your investments.

During this webinar, attendees will:

  • Identify key financial factors unique to AE firms that can impact deal success
  • Understand the influence of FAR regulations and overhead rates on EBITDA
  • Recognize critical tax considerations and their implications on a deal

CPE: 1 NASBA CPE

Prerequisites: None
Advanced Prep: None
Credit Type: Finance
Program Level: Basic
Delivery Method: Group Internet Based