Death of a Firm Owner: Why Architects and Engineers Struggle to Build Personal Wealth

Tuesday, January 28, 2025 at 2pm ET |11am PT

Too many architects and engineers assume their firm’s success will secure their future—but what happens when work is no longer an option? In this webinar, we’ll explore the cautionary tale of David, a firm owner who found himself financially unprepared when life didn’t go as planned. Discover the risks of relying solely on your business and learn actionable strategies to diversify income, build a sellable firm, and create a financial plan that ensures freedom and flexibility for the future. Don’t leave your financial security to chance—join us and take control today! 

Integrating Business & Personal Finances for AEC Firm Owners

Tuesday, February 25, 2025 at 2pm ET |11am PT

Integrating personal and business finances can feel overwhelming and lead to inefficiencies or missed opportunities. In this session, expert financial advisor Ryan Sullivan, PE, provides a roadmap for assessing where you stand, balancing goals, and creating a clear system for managing and tracking finances effectively. Gain clarity and control to ensure both your business and personal finances work in harmony. 

Leveraging Your AEC Firm for Personal Wealth Generation 

Tuesday, March 25, 2025 at 2pm ET |11am PT

Your architecture or engineering firm is more than just a business—it’s a powerful tool for building personal wealth. During this webinar, Ryan Sullivan, PE, focuses on strategies to turn your firm’s success into financial abundance. Learn how to optimize your firm’s profitability, balance reinvestment with personal financial stability, and build wealth beyond the business. Discover actionable steps for achieving financial independence while positioning your firm for long-term growth and flexibility. 

Mastering Investing & Risk Management for AEC Firm Owners

Tuesday, April 29, 2025 at 2pm ET |11am PT

After leveraging your architecture or engineering firm’s success for wealth generation, the next step is managing and growing that wealth through smart investments and effective risk management. In this session, Founder of Off the Beaten Path Financial Ryan Sullivan, PE, provides a deep dive into advanced investment strategies, diversification across asset classes, and approaches to assess and manage financial risk. Learn how to balance growth with protection, ensuring your wealth is secure and positioned for long-term success. 

From Chaos to Clarity: A Case Study in Financial Mastery for an AEC Firm Owner

Tuesday, May 27, 2025 at 2pm ET |11am PT

In this webinar, Ryan Sullivan, PE, of Off the Beaten Path Financial, brings the principles from the previous sessions to life with a real-world case study. Follow the journey of an AEC firm owner who went from financial disorganization and over-reliance on their business to achieving financial clarity, stability, and growth. This session highlights the strategies they used to integrate personal and business finances, leverage their firm for wealth generation, and master advanced investment and risk management techniques. Join us and get ready to walk away with actionable insights to apply these lessons to your own financial journey! 

Tuesday, June 24, 2025 at 2pm ET |11am PT

Your architecture or engineering firm is more than a business—it’s a cornerstone of your legacy. In this final session of Ryan Sullivan’s AEC series, he discusses how to strategically build your firm to maximize its value and prepare for an eventual transition. Explore different methods for transferring ownership, from selling to external buyers to family succession. Then, learn estate planning essentials to ensure wealth preservation and efficient transfer, and discover strategies for charitable giving and family gifting that align your financial plans with your values. This session will equip you with the tools to secure both your business and personal legacy for generations to come! 

Ryan Sullivan, PE  

Founder & Lead Financial Planner,

Off the Beaten Path Financial  

LEARN FROM AN EXPERT

Ryan Sullivan, PE, is the founder and lead financial planner of Off the Beaten Path Financial. Starting his career as a mechanical engineer, he built an engineering department from the ground up before starting his financial planning firm. His focus is on helping architects and engineers build, grow, and use their wealth to accomplish their biggest dreams. He believes cash flow is the foundation of a strong financial position, and helps his clients make sure their money is aligned with their values by building systems that provide peace of mind, financial clarity, and ultimately better decision making. With a precision-driven approach, Ryan blends engineering rigor with calculated risk-taking, ensuring stability while empowering clients to confidently pursue financial abundance. 

ABOUT BQE: A PROUD SPONSOR OF THIS MASTERCLASS SERIES

BQE CORE is the award-winning firm management software, created by architects and engineers for architects and engineers, that project-based firms trust to run their operations for better project outcomes, and more profitable futures. Their fully integrated suite of intuitive tools with 24/7/365 support provides back-office automation to power front-office insights, making firm management more agile, informed, and data-driven. Learn more at www.bqe.com.