BQE CORE + OFF THE BEATEN PATH FINANCIAL PRESENT
Securing Your Legacy: Building, Transitioning, and Planning for the Future of Your AEC Firm
Tuesday, June 24th, 2025
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!
By the end of this session, you will learn how to:
1
Identify strategies and criteria for structuring your firm to maximize value, ensuring it’s ready for a sale or transition.
2
Summarize different methods of ownership transfer, including selling to third parties, family succession, and leadership buyouts.
3
List key estate planning tools and strategies to preserve and efficiently transfer wealth.
4
Incorporate charitable giving and family gifting into legacy planning through donor-advised funds, and family gifting options like 529 plans and gift tax exemptions, to leave a lasting impact and support your heirs.
-1.png?width=240&height=176&name=AIA%20Continuing%20Education%20Provider%20logo_rgb%20(1)-1.png "AIA Continuing Education Provider logo_rgb (1)-1")
Did you know that you can receive one LU for this course?
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 THE SERIES
Leveraging Your AEC Firm for Personal Wealth and Financial Abundance
This 6-part series guides AEC leaders through a journey of financial transformation, highlighting the importance of integrating business success with personal, long-term wealth creation. Founder & Lead Financial Planner of Off the Beaten Path Financial, Ryan Sullivan, PE, leads the conversation on the fourth Tuesday of each month, doling out valuable insights and actionable strategies.
.png?width=400&height=400&name=Leveraging%20Your%20AEC%20Firm%20for%20Personal%20Wealth%20and%20Financial%20Abundance%20(1).png "Leveraging Your AEC Firm for Personal Wealth and Financial Abundance (1)")
ABOUT BQE: A PROUD HOST OF THIS WEBINAR
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.