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.
Firm Foundations is a six-part business education series supported by a grant provided by the AIA Trust, providers of the Professional Liability Insurance Program, CNA Insurance Companies, and Victor Insurance Managers. Expert-led sessions equip architecture and design professionals with essential tools to navigate legal, financial, and operational challenges. The 2025 series encompasses legal risk, financial planning, staffing, marketing, accounting, and emerging technologies, including Artificial Intelligence.
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.
Learning Objective 1:
Outline considerations for the development of an internal ownership transition program.
Learning Objective 2:
Analyze and assess key considerations from a founder's or seller's point of view.
Learning Objective 3:
Analyze and assess key considerations from a potential buyer's point of view.
Learning Objective 4:
Analyze the key attributes of an internal sale versus an external sale.
2 approved LUs
8:30 - 8:45 Check-in and take seats
8:45 Program Begins
10:30 Program Ends
Support this Program:
Sponsor the Firm Foundations Series to align your brand with the growth and resilience of the Bay Area’s design community while gaining valuable visibility among firm leaders and decision-makers.
$2,500-$10,000
Series Partner
