Ownership Transition Strategies: Fact, Fiction & Maximizing Value

Dec 12, 2023 - 3:00 PM (ET) - Live, Online
Hosted by CFMA

About this Event

This is one of four post-event encore virtual sessions from AGC/CFMA’s 2023 Construction Financial Management Conference. All CFMC attendees will be pre-registered for all four sessions at no additional cost. 

Tuesday, December 12, 2024
3-4:15 PM (ET), 12-1:15 PM (PT)
Few issues challenge the construction industry as acutely and persistently as ownership transition or are more misunderstood and inefficiently executed by the principals involved. This webinar aims to demystify the complexities surrounding ownership transition while addressing common misconceptions. We will explore the concept of creating Enduring Transactable Value and provide practical insights into executing an efficient transition process that maximizes value.

 After this session, attendees will be able to:

  • Discuss the concept of creating Enduring Transactable Value
  • Explore the advantages and disadvantages of common ownership transition strategies.
  • Review the art and science of valuation methodologies employed by buyers.
  • Develop strategies for executing an ownership transition process that is efficient and maximizes value.

Level & Prerequisites

This is a group internet-based webinar at the Intermediate Level. No prerequisites or advanced preparation is required.

CPE Information

Earn 1.5 CPE credits in the field of Specialized Knowledge.

CCIFP information
Earn 1.5 CPE professional development credits which can be applied to either the general or construction knowledge category.

CPE credit can only be earned by attending the live session and is not available by watching the recording.

 Who Should Attend?

  • Business Owners
  • CFOs
  • Controllers
  • CPAs
  • Professional Advisors


  • Free for CFMC Conference attendees.
  • $49 for CFMA Members
  • $69 for non-members


Featured Speakers


Members: $49.00
Non-members: $69.00

Register Now