Preparing for Ownership Transition: Succession & Valuation for Contractors
Date: Tuesday, October 20
Time: 4:30-6:00pm
Location: Gross, Mendelsohn & Associates
Mchenry Row
Join us for a contractor-focused discussion on preparing for ownership transition. This session will cover key aspects of succession planning, financial readiness and business valuation.
The reality: many construction companies aren’t as ready — or as valuable — as owners think. The moves you make now directly impact what your business is worth and whether you can exit on your terms. This session will give you a clear view of where you stand and what to fix before it’s too late.
In this session, you’ll learn how to:
- Understand why succession planning is critical—and why waiting can cost you
- Navigate common succession challenges unique to contractors
- Build a practical timeline and transition plan
- Evaluate how contractor businesses are valued—and what drives that value
- Avoid common valuation pitfalls
- Improve company value ahead of a sale or transition
- Get your financials in order with accurate, transparent reporting
ABOUT OUR SPEAKERS
Marie Calabrese
Richard Wolf
Tyler von lange
Marie works closely with business owners to strengthen financial reporting and develop the clean, reliable financial statements that buyers expect. She helps clients understand the story their financials tell so they can make informed decisions, particularly in complex situations. Marie specializes in serving construction contractors, as well as architectural and engineering firms, manufacturers, and nonprofits.
Richard leads the firm’s Forensic, Valuation & Litigation Support Group, with more than 28 years of public accounting experience. He specializes in business valuations and forensic accounting, including fraud investigations, giving him deep insight into financial accuracy and risk. Richard helps business owners understand key value drivers and prepare their companies for successful ownership transitions.
Tyler works closely with business owners to develop tax strategies that maximize savings and strengthen their overall financial position. He helps clients better understand the impact of tax decisions on their businesses so they can plan confidently for the future. Tyler specializes in serving construction contractors, real estate businesses, and architecture and engineering firms.
(Optional) Business Practice Interchange (BPI)
All ASA Connect events (except the Annual Meeting in June) are followed by an optional, members-only, attorney-moderated, confidential Business Practice Interchange (BPI) session to discuss upcoming or ongoing projects, people, pitfalls, and processes.
Food & Beverages
Light snacks will be provided.
Sponsorships
Sponsorships include one ticket and may be purchased at any time up to one week prior to the ASA Connect event in order to allow time for the design and printing of the sponsor’s sign.
When Can I Register?
Registrations for each ASA Education Session are available at least five weeks prior to the ASA Connect event, up to the end of the day prior to the event.
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Preparing for Ownership Transition: Succession & Valuation for Contractors
October 20, 2026
4:30 pm - 6:00 pm
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