Insights for A/E Business Owners
Expert guidance on succession planning, business valuations, employee ownership, and selling your architecture, engineering, or surveying firm.

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Mar 28, 2026
Common Deal Structures for A/E Firm Buyouts: SBA, Seller Notes, and Hybrid Models
Every A/E firm buyout has to answer one question: where does the money come from? The deal structure you choose determines how much cash the seller gets at closing, how much risk the buyer takes on, and whether the bank will actually fund it. Here is a practical breakdown of the four most common structures.
SBA Financing

Mar 28, 2026
How to Find and Evaluate Confidential A/E Firm Listings
Most A/E firms worth acquiring never appear on a public listing site. They trade quietly, through trusted advisors, and if you're not positioned correctly, you'll never see them. Here's how serious buyers find, evaluate, and close on confidential architecture and engineering firm acquisitions.
M&A Services
SBA Financing

Mar 19, 2026
How to Sell Your Engineering Firm to Key Employees
For A/E/LS firms with $1M to $10M in revenue, an employee buyout funded by SBA 7(a) financing lets founders walk away with 95% to 100% cash at closing. No seller notes, no slow buy-ins. Just a clear, bank-financed path to internal succession.
Buying Out the Boss


Jan 4, 2026
Buying the Boss Out: 2026 SBA Financing Guide
The Step-Up Legacy Plan™ enables A/E firm owners to exit with near 100% cash at closing while employees acquire the business with just 10% down via SBA 7a loans. Updated 2026 SBA rules require enhanced financial discipline and stricter underwriting, with current interest rates between 10.25%-13.75%. This 5-7 year succession strategy avoids costly ESOP complexity while preserving firm culture and delivering immediate seller liquidity.
Blog
Business Advisory Services
Business Value


Aug 6, 2025
Step-Up Legacy Plan™: Practical A/E Succession for 2025
The Step-Up Legacy Plan™ enables A/E firm owners to receive nearly 100% cash at closing through SBA 7(a) financing while employees acquire the business with just 10% down. This 5-7 year succession strategy avoids costly ESOP fees exceeding $150,000 and leverages 2025 SBA rules for streamlined transitions. Ideal for architecture, engineering, and surveying firms with $1M-$8M revenue seeking secure retirement exits.
Step-Up Legacy Plan


Apr 24, 2025
How to Value Your A/E/LS Firm for a 5-7 Year Exit
Understanding your A/E/LS firm's true value requires analyzing financial metrics like EBITDA multiples (4x-7x), operational factors, and market presence to prepare for succession. The Step-Up Legacy Plan™ enables near 100% cash at closing through employee buyouts with SBA 7(a) financing requiring only 10% down. Start your 5-7 year succession roadmap today to maximize valuation and preserve your legacy.
Valuation & Deals


Mar 6, 2025
Employee Buyouts Remain Best 2025 Exit Plan
The Step-Up Legacy Plan leverages updated SBA 7(a) loans to enable A/E firm employees to buy their company with just 10% down while owners receive nearly 100% cash at closing. This 5-7 year succession strategy eliminates seller financing risks and costly ESOP alternatives for firms with $1M-$8M revenue. Learn the step-by-step process to transition ownership while preserving firm culture and maximizing retirement proceeds.
Buying Out the Boss


Dec 25, 2024
2025 ESOP Alternatives: SBA-Friendly Employee Buyouts
The Step-Up Legacy Plan™ offers A/E/LS firms a cost-effective alternative to ESOPs, using SBA 7(a) loans with just 10% down to secure near 100% cash at closing for sellers. This 5-7 year succession strategy eliminates ESOP's $150K+ setup costs and ongoing trustee fees while preserving firm culture through employee ownership.
Step-Up Legacy Plan
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