• Welcome and Introduction
• Purpose of Business Valuations
• Definition of Critical Valuation Terms
  • Standards of Value
  • Premise of Value
• What is Involved in a Business Valuation?
• Valuation Approaches
• Discounts and Premiums
• Case Study
• A/E Industry-Specific Recommendations
• When Valuing a Firm, Do Not…
• Next Steps
• Q&A

Your Let’s Get Down to Business coach:
Nate Wentworth, Senior Consultant, Morrissey Goodale

• Welcome and Introductions
• The Foundation
• PESTLE Analysis
• VRIO Framework
• SWOT and TOWS
• Bringing it all together: A Strategic Planning Process
• Next Steps
• Q&A

Your Let’s Get Down to Business coach:
Sarah Thornhill, Consultant, Morrissey Goodale

• Introduction
• Investment in AI
• Understanding AI and ML – Include polling
• Benefits of AI & ML in Engineering Services
• Integration with Business Strategy
• Steps to Deploy AI & ML
• Case Studies – Interact with audience
• ROI Calculation – Interact with Audience
• AI as a Competitive Advantage
• Take Aways & Next Steps
• Q&A

Your Let’s Get Down to Business coaches:
Brendon Cussio, Principal, Morrissey Goodale
Gary McClure, Senior Consultant, Thrivence

• Recent Activity
  • Affect on the Competitive Landscape
  • Why it Works
• How it Works
  • PE Lingo and Definitions
  • PE Example – with Numbers
  • What PE Does and Doesn’t Do Well
• Expectations for the Future
• Next Steps
• Q&A

Your Let’s Get Down to Business coach:
Nick Belitz, Principal, Morrissey Goodale

• Welcome and Introduction
• Internal vs. External Transition
  • Exercise 1: Are conditions in place for an internal transition?
• Operational Prerequisites
• Making and Communicating the Transition Plan
  • Exercise 2: Goals of ownership transition
  • Exercise 3: Leadership team construction

• Stock Transition & Financing Principles
• Valuation and the Buy-Sell Agreement
• Next Steps
• Q&A

Your Let’s Get Down to Business coach:
Allie Tepper, Principal Advisor, Morrissey Goodale