Resource Highlight: MCAA’s Business Transition Options for the Mechanical Contractor

June 23, 2023

One of the classic mistakes that owners of mechanical contracting firms often make when transferring ownership of their company is not fully exploring all their options. MCAA’s Business Transition Options for the Mechanical Contractor reviews the various options for transferring ownership of a company and showcases the advance planning and analysis needed for a successful transfer. It’s just one of MCAA’s educational resources that are free to MCAA members as a benefit of membership.

The bulletin covers:

  • How owner motives drive decisions
  • Understanding the tradeoffs necessary to meet the owner’s objectives
  • Transfer channels available
  • The valuation and liquidity issues associated with external vs. internal transfers

In the related podcast, host Bob Lindbloom and co-host Rob Armistead discuss Exit Strategy Planning with Mario Vicari, business advisor to privately-held companies at Kreisher Miller. Play the podcast directly from the WebBook, or listen and subscribe to the podcast on iTunes or Google Play.

For a full list of available Management Methods Bulletins, visit the Management Methods Bulletins page.

Have Questions or Need Personal Assistance?

Contact MCAA’s Frank Wall.

Related Articles
Technology is changing every day, but the need to secure company data remains constant. MCAA’s Things and Must Do’s to Protect/Secure Your Company’s Data reviews the basic steps contractors should take to keep intruders out and company data secure. It’s just one of MCAA’s educational resources that are free to MCAA members as a benefit of membership.…
MCAA’s Virtual Trade Show connects our contractor members with the members of MCAA’s Manufacturer/Supplier Council.…
Unanticipated price escalations in construction materials after the contract is executed have caused concern to owners and contractors. MCAA’s Recovery of Material Escalation Costs Arising From Steel and Aluminum Tariffs addresses the approaches contractors may assert to recover under fixed priced contracts for the price increases resulting from new tariffs on imported steel and aluminum. It’s just one of MCAA’s educational resources that are free to MCAA members as a benefit of membership.…
The Manufacturer/Supplier Training area of MCAA’s website connects our contractor members with training opportunities available from the members of MCAA’s Manufacturer/Supplier Council.…
Load More...