Ownership transition is one of the most critical and complex milestones an AEC firm will face. We help leaders plan and implement ownership models that protect the firm’s culture, reward contribution, and set the stage for the next generation’s success. Whether the goal is a structured employee ownership plan, a partner buy-in/out, or a generational leadership shift, we bring proven processes and lessons learned from real-world transitions — ensuring both financial sustainability and cultural continuity.

We help AEC firms design strategic plans that actually get used — not shelved. Our approach blends deep industry insight with a practical, engaging process that aligns owners, leaders, and teams around a clear vision and measurable priorities. We guide firms to identify market opportunities, strengthen client relationships, and build resilience against sector volatility. The result: a strategic roadmap that drives growth, sharpens competitive advantage, and keeps the entire firm pulling in the same direction.

Great workplaces don’t happen by accident — they are intentionally designed and continually renewed. We help AEC firms navigate organizational change while preserving and enhancing the culture that makes them a destination for top talent. From integrating new leadership to restructuring for growth, we apply change management practices that engage employees, reinforce trust, and foster your “great place to work” status.

Future-ready AEC firms invest in leaders at every level. We design leadership development programs tailored to the realities of professional service firms — where technical expertise must be paired with business acumen, client stewardship, and people leadership. Our programs help emerging and established leaders sharpen decision-making, lead with purpose, and thrive in complex, project-driven environments. The goal: to build a deep bench of capable leaders who will carry the firm’s legacy forward.

Strong governance is the foundation for sustainable success in AEC firms. We work with Boards of Directors, partnership groups, and leadership teams to establish governance models that are clear, accountable, and decision-ready. From refining policy frameworks to strengthening Board-management dynamics, our work ensures governance supports — rather than slows — strategic progress. With deep governance experience in both corporate and local government environments, we help AEC firms balance oversight with entrepreneurial agility.