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.

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