Presentation Topic
BaseRock Partners’ Dustin Bass and Scott Duncan will present, “Introduction to Ownership Succession: An introductory discussion of the most common ownership succession paths in the construction industry,” on September 23-25 at the CFMA Pacific Northwest Regional Conference in Seattle.
BaseRock’s presentation will provide an in-depth overview of the key factors that drive salability and enterprise value within the construction industry. Attendees will gain insight into the current mergers and acquisitions landscape affecting contractors, engineering firms, and specialty contractors, with discussion centered on market activity, buyer trends, valuation considerations, and the evolving role of private equity and strategic acquirers in the sector.
The session will also explore the growing popularity of Employee Stock Ownership Plans (ESOPs) within the construction industry as a strategic ownership transition and employee retention tool. In addition, the presentation will review other commonly utilized internal equity transfer strategies, and phased ownership transition models. Participants will leave with a stronger understanding of the options available to construction business owners seeking to maximize value while planning for long-term continuity and leadership transition.
About the Event
The CFMA Pacific Northwest Regional Conference is designed for finance and accounting professionals across the construction industry, including CFOs, controllers, financial managers, CPAs, and other industry specialists.
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