Ownership Transition Considerations for a Successful Exit Strategy
Join AIASF for a focused seminar designed to help firm owners and emerging leaders navigate the complex process of ownership transition. Whether you’re preparing to retire, sell, or bring new partners or shareholders into ownership, this session offers practical guidance on building a thoughtful and successful exit strategy.
Led by Jennifer Suzuki, Partner at Long & Levit LLP, and Heidi Link, CPA and Partner at Calegari & Morris Accountants
Participants will gain a comprehensive understanding of both the seller’s and buyer’s perspectives, empowering design firm leaders to plan ahead, avoid pitfalls, and safeguard their firm’s legacy.
Jennifer Suzuki
Attorney Partner, Long & Levit LLP
Jennifer Suzuki is a partner at Long & Levit LLP. Her practice focuses on the representation of design professionals in corporate matters, including internal ownership transition plans, mergers and acquisitions, and split-ups. She also counsels clients regarding professional practice issues and loss prevention strategies.
Heidi Link
CPA Partner, Calegari & Morris Accountants
Heidi Link is a partner at Calegari & Morris, a boutique tax firm in San Francisco. She works in the firm's commercial group, assisting businesses and business owners with tax compliance and consulting services.
8:30 - 8:45 Check-in and take seats
8:45 Program Begins
10:30 Program Ends
Support this Program:
Firm Foundations is a six-part business education series hosted at the Center for Architecture + Design in San Francisco. Each expert-led session equips architecture and design professionals with essential tools to navigate legal, financial, and operational challenges. The 2025 series covers legal risk, financial planning, staffing, marketing, accounting, and emerging technologies like AI.
$2,500-$10,000+