Highlights
Agenda
Speakers & Panelists
Who’s Attending
Hotel/Venue
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Registration
 March 20-22, 2024 | miami, fl

Southeast
M&A and Business
Symposium

Join Waitlist

Symposium Schedule

Wednesday, March 20
Concurrent Let’s Get Down to Business Workshops
Opening Reception
Thursday & Friday, March 21-22
Symposium Sessions & Networking
Location
Mandarin Oriental Miami in Miami, FL 

What’s New for 2024

Let’s Get Down to Business Workshop Agenda
Wednesday, March 20

Workshop 1
Workshop 2
Workshop 3
Workshop 4
Workshop 5
WORKSHOP 1 AGENDA
Room: Hong Kong B

Business Valuation 101 and Beyond
4:00pm – 5:15pm
  • 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


Wednesday, March 20

Workshop 1
Workshop 2
Workshop 3
Workshop 4
Workshop 5
WORKSHOP 2 AGENDA
Room: Hong Kong A

Strategy: Take time to work ON your business and not just IN your business
4:00pm – 5:15pm
  • Welcome and Introductions
  • Icebreaker
  • Group Discussion: PESTLE Analysis
  • Technology & Innovation in Professional Services
  • Guided Goal Setting Using VRIO Framework
  • Next Steps
  • Closing Remarks, Q&A

Your Let’s Get Down to Business coaches:
Tricia Washington, Vice President, Morrissey Goodale
Sarah Thornhill, Consultant, Morrissey Goodale


Wednesday, March 20

Workshop 1
Workshop 2
Workshop 3
Workshop 4
Workshop 5
WORKSHOP 3 AGENDA
Room: Himalayan

Ownership Transition: Simple Not Easy
4:00pm – 5:15pm
  • 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

 


Wednesday, March 20

Workshop 1
Workshop 2
Workshop 3
Workshop 4
Workshop 5
WORKSHOP 4 AGENDA
Room: Bangkok A

Making AI A Competitive Advantage For Your Firm
4:00pm – 5:15pm
  • Welcome and Introduction
  • Understanding AI and ML
  • Benefits of AI & ML in Engineering Services
  • Integration with Business Strategy
  • Steps to Deploy AI & ML
  • Case Studies
  • Challenges in Deployment
  • Future Trends in AI & ML
  • AI Ethics and Responsibility
  • ROI Calculation
  • Monitoring & Maintenance
  • Take Aways & Next Steps

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


Wednesday, March 20

Workshop 1
Workshop 2
Workshop 3
Workshop 4
Workshop 5
WORKSHOP 5 AGENDA
Room: Bangkok B

Private Equity: What’s it all about and is it right for you?
4:00pm – 5:15pm
  • Welcome and Introduction
  • Overview of PE Involvement and Activity in the AE Industry
  • The AE Competitive Landscape – PE Recapitalization of the ENR 500
  • PE Lingo: Platforms, Add-Ons and More
  • How PE Works – Concept
  • How PE Works – Example
  • What PE Does Well
  • What PE Doesn’t Do Well
  • Expectations for the Future of PE in the AE Industry
  • To-Do’s and Next Steps
  • Open Q&A

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

The reviews are in:

“Morrissey Goodale continues to establish themselves as an industry thought leader, master of current M&A data/trends, while bringing a wealth of on-board talent to the table. Concurrently, they are able to attract top shelf industry players together for beneficial networking.”
Jon Kramer
President and CEO, OHM Advisors (ENR #226)
“This symposium was a great overview of M&A trends in the AE world along with recent examples of transaction best practices.”
Jim Canfield
President & Chief Executive Officer, Withers Ravenel (ENR #323)
“The MG team were well prepared and strong presenters. Content was relevant.”
Michael Hein
CEO, The HFW Companies – St. Louis, MO (ENR #281)
“Some things stay the same in the M&A world, but a lot continues to evolve. I really appreciated the insight on our current industry M&A market. Also taking a few minutes to discuss what it looks like moving forward. We have never been in a market like today. The Morrissey Goodale Team really helps us keep in check with where it is going. I always walk away with some new ideas to apply to our strategic plan moving forward. Thanks all!”
Ken Hanifan
Vice President, Westwood Professional Services, Inc. (ENR #79)
“Fantastic presentation on historic, current, and projected market trends. The Morrissey Goodale Team did an excellent job explaining the acquisition process and through the use of panels, gave current and future buyers great insight.”
Parker Thompson
Associate Manager Integration, DCCM (ENR #129)
“The Symposium was very informative for those seeking to learn more about the M&A process. If you are looking to grow your organization through acquisition or sell, this symposium gives your great insight into how to prepare your organization for either strategy.”
Dave Funk
Vice President of Business Development & Marketing, AG|CM, INC. – Corpus Christi, TX
“Great opportunity to learn more about what’s happening in the industry, perspectives from buyer and seller side; and of course, meeting such a high caliber of people who attended.”
David Luscombe
Group Executive – M&A AND ORGANIC GROWTH FUND, GHD (ENR #28)

Register Now

Your registration fee includes the business workshops and opening cocktail reception on March 20, the full day of events, materials and reception on March 21, and breakfast and half day sessions on March 22.

Register Now

Discounts & Event Policies

Engineering Registered Continuing Education Program

PDH Credit to be Awarded to Non-Florida Residents: 8.25
FBPE approved PDH Credit to be Awarded to Florida Licensed Engineers: 7.25

Morrissey Goodale has met the standards and requirements of the Registered Continuing Education Program. Credit earned on completion of this program will be reported to RCEP. Certificates of Completion will be issued to all participants. Complaints regarding registered providers may be sent to RCEP at www.RCEP.net