Ownership Transition: Developing Future Firm Leadership

How to plan and implement a transition of ownership.


Becoming a firm owner—or leaving that role—involves a range of steps and decisions whose consequences will impact you professionally and personally.  Perhaps you are an architect interested in assuming future ownership or an owner transitioning into retirement who wants to see your firm continue to grow and prosper. Certain actions you take, or fail to take, today can have a huge impact on your firm's future. Industry experts will share their experiences, address questions, offer sound risk management practices, and share a road map to help you identify the best way forward for your particular goals.

Learning objectives

  • Learn to recognize what prospective and departing owners must do in advance to prepare for a transition.
  • Gain insight into different risks and hurdles and understand how to better protect and manage your interests.
  • Analyze the challenges and decisions involved in the transition to firm ownership and be prepared to plan your best course of action.
  • Understand various insurance issues involved in transitioning firm ownership, including extended reporting periods, claims history, limits of liability, and more.
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1.50 LUs
  • RIBA


  • George Christodoulo

    George Christodoulo


    Senior Partner | Lawson & Weitzen, LLP

    George E. Christodoulo, PC is a Senior Partner of the Boston-based law firm, Lawson & Weitzen,...
  • Kevin Collins

    Kevin Collins

    Assoc. AIA

    Senior Vice President | Victor O. Schinnerer & Company, Inc.

    Kevin J. Collins, RPLU, Associate AIA, is a Senior Vice President with Victor O. Schinnerer &...
  • Edward Hord

    Edward Hord


    Senior Principal, Hord Coplan Macht

    Ed Hord, FAIA, is a founder and senior principal of Hord Coplan Macht (HCM), a 270 person...
  • Travis Kreidler

    Travis Kreidler


    Principal/Studio Leader | Desmone Architects

    Travis Kreidler, AIA is a partner with Desmone Architects based in Pittsburgh, Pennsylvania....