Ownership Transfer & Management Succession for Your Business

800.669.1364   professionaldevelopment@fminet.com

February 8-10, 2017
La Quinta, CA


April 3-5, 2017
Marco Island, FL


About the Program

Whether your primary goal is to define your legacy, provide an opportunity for the next generation or maximize your financial proceeds, this comprehensive, three-day, executive conference is a must attend. Limited to just 50 attendees, participants have the undivided attention and focus of FMI’s professional team. Educating owners of construction companies about the options available for transferring ownership of a business to employees or family members, this program addresses in-depth the issues surrounding management succession planning, leadership development, valuation and stock transfer techniques. It assists owners in understanding the available alternatives and choosing a path best-suited to meet the company’s long-term objectives. At the end, you will leave with the basis for a personal action plan to solve ownership transfer and succession problems with confidence and success.

Who Is OTMS For?

  • Business Owners
  • Presidents
  • Chairmen
  • CEOs
  • CFOs
  • COOs
  • Employees targeted as future owners


  • Understanding practical matters impacting stock transfer techniques
  • Examining ownership transfer methodologies and the relative benefits and drawbacks of specific transfer methodologies
  • Learning the keys to evaluating and developing successful future leaders for the company
  • Gaining a full understanding of the business continuity planning process and your role in making the plan a reality

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Why FMI?

For over 60 years, FMI has served the engineering and construction infrastructure and the built environment as a trusted advisor.

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Overview of Ownership Transfer and Management Succession

  • Define components and steps to the business succession process
  • Identify key facts and assumptions common to the industry
  • Understand the effects of inadequate planning and develop appropriate strategies

Evaluating Your Leadership Pipeline (Continued on Day 2)

  • Understand how to evaluate the best potential leaders and successor candidates
  • Identify gaps in current leadership positions and planning
  • Review ways to tie leadership development to organizational needs and strategy

One-on-One Sessions



Incentive Compensation and Ownership Transition

  • Hear about pitfalls and best practices when designing and implementing short-term incentive compensation plans
  • Explore different methods for retaining key talent through long-term incentive plans like phantom stock and stock appreciation rights
  • Learn how long-term incentive compensation plans can facilitate ownership transfer


  • Learn why you need to determine the value of your company
  • Use qualitative and quantitative analysis to examine valuation methods
  • Discuss the realities of the buying and selling process based on current market conditions

Mergers and Acquisitions Overview

  • Third party vs. internal sale
  • Current mergers and acquisitions activity
  • International and private equity interest in the E&C market

One-on-One Sessions



Buy/Sell Agreements

  • Understand common mistakes owners make
  • Learn how to protect your company’s net worth through a creative agreement

Techniques for Transferring Ownership

  • Review ways corporate structures could impact your situation
  • Learn about different approaches to transferring ownership
  • Identify advantages and disadvantages of each method

Action Planning and Conclusion

  • Reflect and identify specific, actionable items to complete relative to ownership transfer and management succession
  • Map out detailed follow-up for when you return to your company
  • Share action items with facilitators and other participants to strengthen depth of goals

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About the Program Directors

Landon Funsten

Landon R. Funsten Sr. Managing Director, FMI Capital Advisors, Inc.
Landon works extensively with contractors throughout the country, focusing on buyer and seller representation, business continuity and stock valuations.




Jake Appelman

Jake Appelman Principal, FMI’s Center for Strategic Leadership
Jake leads FMI’s management succession practice and has extensive experience guiding the succession process across a range of company sizes and structures, from closely held family firms to large, employee-owned firms. His approach involves a rigorous, assessment-based process to identify, select and develop the next generation of leaders.




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Travel & Accommodations


When making flight arrangements, please plan to arrive the day before the start date as OTMS begins at 8:00 a.m. the first day. Departure flights should be booked no earlier than 3:30 p.m. on the final day. If a departure flight is not available after 3:30 p.m. to your return destination, you have the option to stay at the hotel an additional night at your expense.

Hotel Reservations

We urge you to reserve a room as soon as you plan to attend this event. Be sure to ask for the "FMI" room block. If you have any trouble obtaining a room, please contact our event coordinator who can provide you with a list of additional hotels in the vicinity.

February Program

La Quinta Resort & Club; A Waldorf Astoria Resort
49499 Eisenhower Drive
La Quinta, California 92210

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Fees, Cancellation and Policies


Tuition includes a confidential, one-on-one consultation with a FMI Investment Banker, all workbook materials, program instruction and refreshment breaks. Meals and lodging are not included.
  • $2,750 first attendee
  • $2,000 for each additional attendee from the same company
  • $800 Spouses attend for a special rate which includes event meals and welcome reception

Payment will be collected at time of registration.


If you need to cancel your registration, please note that you will be subject to a $395 administrative cancellation fee per registrant. We need to receive your written cancellation at least five business days before the program in order to refund your remaining tuition. Otherwise, your tuition will be converted to a nonrefundable credit you may apply toward any FMI program for one full year. Please email us at registrations@fminet.com to submit your cancellation request.

Please note: If FMI cancels the event, your registration fee will be refunded. However, FMI cannot be held accountable for non-refundable airline tickets or other expenses related to your travel to the event.

For questions regarding FMI's Cancellation policy, please call 800.877.1364.

FMI reserves the right to change, add, or cancel programs according to the needs of the industry.

Substitution Policy

If you would like to make any name changes or substitute participants please e-mail us at registrations@fminet.com. Substitutions can be made up to five business days prior to the start of the program.


Dress code for this seminar is Business Attire. Weather in this location varies. We recommend that you check the weather for the area prior to packing.

Satisfaction Guarantee

If for any reason you are not satisfied, please inform us by calling 800.877.1364. We will refund your tuition or give you a credit to use at another FMI program.

Continuing Education Credits

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You can earn up to 18 hours of continuing education credits by completing this program. A certificate of completion will be awarded to you at the conclusion of the program. You may use this certificate for self-reporting purposes to many state and local continuing education entities.

FMI Corporation is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org.

Group Live | Advanced | No Advanced Preparation Required

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