Ownership Transition Services

Ensuring a smooth ownership and leadership transition is paramount for the sustainability and long-term success of AEC firms, particularly those with an employee ownership culture and desire to remain independent. At Matheson Advisors, we collaborate closely with business founders and owners to identify the optimal strategies tailored to their unique circumstances and strategic goals. Our team excels at understanding behavioral nuances guiding both buyers and sellers, and providing practical and effective solutions for seamless implementation. We drive our internal ownership plans to actual deal transactions.