Construction Ownership Transition Planning: What’s Hot, What’s Not

The decision on any third-party transaction or succession planning within current ownerships family is one of the most difficult processes that a privately held construction company can face in its business life cycle, but also can be the most rewarding. Family, key stakeholders, and trusted advisors should all play critical roles in its plan for success. No matter your situation, you should do all you can to study all options and opportunities, while eliminating headaches and bottlenecks along the way. This webinar will explore ways to properly plan and identify techniques and strategies to address the current ownerships transfer, succession planning, and third-party transaction objectives. This session would be an all-inclusive session that will address business, family, employee, financial, banking, bonding, tax, and general valuation topics relevant to selling or succession planning for construction firm.

Todd A. Feuerman, CPA, CCA, MBA

Director

Ellin & Tucker

Todd A. Feuerman, CPA, CCA, MBA, is a director in the Audit and Accounting Department of Ellin & Tucker in Baltimore, MD. Todd has more than three decades of experience providing audit, accounting, consulting, and tax services for general contractors, specialty subcontracting, and construction-focused banks and surety firms. A published author and seasoned speaker, he is well-versed in a variety of issues affecting the construction industry including succession planning, obtaining funding, successful financial bids and much more. Todd has also presented on topics such as construction industry updates and forecasts, fraudulent back reporting, and special credit services to many of the nation’s leading financial institutions.

Travis T. Klein, CPA, MBA

Director

Ellin & Tucker

Travis T. Klein, CPA, MBA, is a director in the Tax Department of Ellin & Tucker in Baltimore, MD. Travis well-versed in tax compliance, planning, and consulting for closely held businesses in several industries, with a specialization in construction and commercial real estate. Travis has hands-on experience with tax research and planning for corporations ranging from small, high-growth start-up companies to established, multi-generational private family businesses and the high-net-worth individuals who own them. Travis has also been tapped by regional publications, such as the Mid-Atlantic Real Estate Journal, to share his insights and observations regarding the fast-changing landscape of mid-Atlantic office trends.

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