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Photo Credit © Felix Mittermeier on Unsplash
FRI: 09.27.24 -- 1:00 to 2:30 PM

Master Planning Your Succession Strategy

Cost: FREE

1.5 AIA LU|Elective

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Presented by the AIA Trust

While architects develop master plans for the built environment, they often fail to develop succession plans for their own architectural practice.

Join Jonathan C. Shoemaker, Esq., & Taylor T. Dolan, Esq., of Lee/Shoemaker, as they review the different types of succession plans implemented by design firms; demystify the vocabulary used by lawyers, CPAs, and business advisors associated with transition planning; highlight the regulatory and licensure challenges unique to the design industry; and identify strategies to be considered when developing a succession plan for an architectural practice.

Through lessons learned from advising dozens of architects and engineers through both internal transition plans and external transition plans, this program will help frame the issues architects should consider when developing a succession plan for their own architectural practice.