Before the Deal: Positioning Your Firm to Sell with Confidence & Clarity

The Ownership Transition Series: A 3-Part Sell-Side Playbook — Part 1 of 3 Presented by Stambaugh Ness and Zweig Group | June 3, 2026 | 2:00–3:00 PM EDT What makes an AEC firm appealing to buyers? In Part 1 of this three-part series, we explore the foundational elements of sell-side preparation — from project controls and financial reporting to scalable operations and organizational health. Walk away knowing exactly what to address before you ever go to market. Topics Include: Identifying the value drivers that attract buyers Addressing common pre-deal obstacles affecting pricing and timelines Aligning stakeholder objectives before market entry Speakers: Jeff Adams, CM&AA — Stambaugh Ness Brad Wilson, CMA, MBA — Director, Strategic Growth Advisory, Stambaugh Ness Will Swearingen — Sr. Director, Transition Consulting, Zweig Group Continuing Education: 1 NASBA CPE credit | Business Management & Organization | Basic level Register for Part 1 →