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Agenda
Speakers & Panelists
Attendee List
Hotel/Venue
Sponsors
Registration
 March 12-14, 2025 | miami, fl

Southeast
M&A and Business
Symposium

Join Waitlist

Symposium Schedule

Wednesday, March 12
Confidential One-on-One Meetings

(pre-scheduled, one-on-one meetings with Morrissey Goodale consultants)

Opening Reception
Networking Dinners
Thursday, March 13
Symposium Sessions
Reception
Networking Dinners
Friday, March 14
Symposium Sessions
Location
Mandarin Oriental Miami in Miami, FL 
What’s New for 2025

Let’s Get Down to Business Workshop Agenda
Friday, March 14, 2024
Workshops

Workshop 1
Workshop 2
Workshop 3
Workshop 4
WORKSHOP 1 AGENDA
Seven Ways to Increase Your Firm’s Value in Seven Months
10:45am – 11:30am

1. Increase utilization
2. Reduce overhead
3. Speed up collections
4. Increase multiplier
5. Diversify
6. Improve financial reporting​
7. Grow like a weed!
8. Next Steps

Your Let’s Get Down to Business coach:
Nate Wentworth, Vice President – Morrissey Goodale


Friday, March 14, 2024
Workshops

Workshop 1
Workshop 2
Workshop 3
Workshop 4
WORKSHOP 2 AGENDA
Strategy: Take time to work ON your business and not just IN your business
10:45am – 11:30am
  • Welcome and Introductions
  • Mission, Vision, Values Discussion + Poll
  • VRIO Framework
  • Market Intelligence
  • Next Steps, Closing Remarks
  • Q&A

Your Let’s Get Down to Business coaches:
Rafael Barbosa, Director of Market Intelligence – Morrissey Goodale
Sarah Thornhill, Consultant – Morrissey Goodale


Friday, March 14, 2024
Workshops

Workshop 1
Workshop 2
Workshop 3
Workshop 4
WORKSHOP 3 AGENDA
Ownership Transition: Simple, not easy
10:45am – 11:30am
  • Internal vs. External Transition: Which Path is Best for Your Firm?
  • Operational Prerequisites
  • Building a Strong Transition Plan
  • Financing and Valuation Made Simple: How to Structure the Deal
  • Next Steps
  • Q&A

Exercises

Exercise 1: Define Your Personal Goals: What do you want from your ownership transition?
Exercise 2: Next-Gen Leadership Map: Will the firm thrive without you?
Exercise 3: Readiness Assessment: Are conditions in place for an internal transition?

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


Friday, March 14, 2024
Workshops

Workshop 1
Workshop 2
Workshop 3
Workshop 4
WORKSHOP 4 AGENDA
AI for the AE CEO: Making AI a competitive advantage for your firm
10:45am – 11:30am
  • Welcome and Introduction
  • Understanding AI and ML
  • Benefits of AI & ML in Engineering Services
  • Integration with Business Strategy
  • Steps to Deploy AI & ML
  • 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 coach:
Stafford Palmieri Sievert, Principal Advisor – 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 #221)
“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 #306)
“The MG team were well prepared and strong presenters. Content was relevant.”
Michael Hein
CEO, The HFW Companies – St. Louis, MO (ENR #242)
“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 #83)
“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 #130)
“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 #27)

Register Now

Your registration fee includes the optional, pre-scheduled meetings, opening reception and optional, pre-scheduled networking dinners on March 12, the full day of events, materials, reception and optional, pre-scheduled networking dinners on March 13, and breakfast and half day sessions on March 14.

Register Now

Discounts & Event Policies

Engineering Registered Continuing Education Program

PDH Credit to be Awarded to Non-Florida Residents: up to 7.00
FBPE approved PDH Credit to be Awarded to Florida Licensed Engineers: 5.75

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