Free Guide
The Owner's Guide to Selling Your Firm to Your Employees
A free 18-page exit-planning guide for architecture, engineering, and surveying firm owners. It explains how the Step-Up Legacy Plan uses SBA bank financing to turn your key employees into owners, with as little as 5 percent down, and pay you at closing. (Not an ESOP)
- Why most A/E firms never sell, and how to avoid being one of them
- Why ESOPs rarely fit firms under $15 million in revenue, and what does
- How SBA financing turns your key employees into buyers with as little as 5 percent down
- How banks value your firm on historical cash flow, not projections
- A five to seven year roadmap you can start this quarter
No form, no obligation. Written by John R. Allen, III, a former commercial loan officer who works only with A/E firms.
Inside the Guide
Plain answers, written by a banker who closes these deals
This is not a sales brochure. It is a working guide drawn from real A/E firm transactions, including the Roberts Engineering employee buyout. It covers why the usual exit paths fail firms under $15 million in revenue, how the SBA 10 percent equity injection is often split 5 percent buyer and 5 percent seller, and how you receive 95 to 100 percent of your proceeds in cash at closing.
Read it in an afternoon, then keep it on hand as you plan the next few years.
Engineering Your Exit
Have a question the guide does not cover?
If you are weighing a sale in the next few years, a short confidential call will tell you more than any download. We will walk through your firm, your timeline, and your options.