strategy & COnsulting > Valuation & ownership Transition
Valuation & Ownership Transition Consulting
Morrissey Goodale’s certified AE business valuation experts have helped hundreds of industry owners successfully navigate the complex process of architectural, engineering, and environmental firm valuation and ownership transition.
Our AE business valuation consultants utilize deep industry knowledge to accurately determine firm values, maximize the return on your personal investment, and advise you on which internal and external ownership transition plans are right for your firm. Our AE business valuation services range from simple assessments of a company’s worth to detailed, full-narrative valuation reports for tax, transaction, litigation, and ESOP purposes.
Whether preparing for retirement in the short term or planning for the long-term viability of your firm, shareholders of architecture, engineering, and environmental consulting firms have too much at risk to not adequately prepare for their financial future. And with decades of industry specialization, Morrissey Goodale’s experts understand precisely how to calculate architecture and engineering firm valuations and facilitate ownership transitions.

The Importance of
Business Valuation
Knowing the true value of your business is essential for making informed financial decisions, planning for growth, or preparing for a sale or merger. A professional business valuation provides an accurate snapshot of your company’s worth, helping you secure financing and implement effective succession or exit strategies. Morrissey Goodale specializes in delivering business valuation services tailored to your industry, ensuring you have the insights needed to make confident decisions.

Our Valuation & Ownership Transition Services
Business Valuation
Based on our deep AE industry experience, Morrissey Goodale’s certified valuation consultants can accurately determine what your business is worth.
Firm Ownership Transition Planning
Morrissey Goodale’s financial consultants can develop and execute internal and external ownership transition plans that maximize your return on investment.
Incentive Compensation Design
Morrissey Goodale’s experts can design firm-specific incentive compensation plans that strike the proper balance between incentivizing employees and rewarding shareholders.
Valuation & Ownership Transition Experts
Morrissey Goodale’s experts understand precisely how to calculate architecture and engineering firm valuations and facilitate ownership transitions.

Allie Tepper, PhD
Principal Advisor

Nate Wentworth, CVA, CM&AA, FMVA
Vice President

How to Increase Your Valuation Webinar
Maximize Your Firm’s Value. Secure Your Future.
Understanding your firm’s true worth is the first step in a successful ownership transition. Access the recording of our webinar to learn key strategies for improving your valuation and ensuring long-term success.
Let’s Talk!
About how we can help you grow, strengthen, and plan for your AE firm’s future.
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