Succession planning for AE firms that is clear, complete, and in your control.
Build a real plan in hours, not months. Value the firm, define successors, model the deal, and export attorney-ready drafts. No guesswork, no black box, no spinning wheels.
Most owners wait to involve advisors, only to discover that they do not have their decisions documented. Firm Forward flips the sequence. You align people, run transparent valuations, test funding options against cash flow, and leave with clean drafts that your attorney can finalize. It is the fastest way to turn intent into a plan you can sign.
Why firms choose Firm Forward
Owner control from start to finish. You set the assumptions, weights, and terms, then see the impact in real time.
Valuation without mystery. Compare methods, adjust weights, and lock a rationale your CPA can review.
Deal modeling that fits reality. Payroll-linked purchases, bonuses, distributions, bank financing, or hybrids, all stress-tested against cash.
Attorney-ready outputs. Generate plain-English drafts that reduce legal back-and-forth and keep fees focused on strategy.
One workspace for the whole plan. Successors, roles, milestones, KPIs, version history, and exports in one place.
Built for architects and engineers. Terminology, workflows, and templates that match how AE firms actually work, including optional BQE CORE data use.
What you can do with Firm Forward
Frame the end state, timeline, and ownership path.
Run revenue, profit, and asset-based valuations with adjustable weights.
Define successor roles, compensation, and purchase obligations.
Model payments by period, month, quarter, or year, including salary withholding mechanics.
Generate draft documents for counsel and a summary pack for stakeholders.
Track the next 90 days with a clear action list and checkpoints.
What you get
A documented valuation baseline and rationale
A funding plan that protects cash and meets seller needs
Draft legal documents for attorney review
A shareable executive summary and timeline
An auditable record of decisions and versions
Who it is for
Sole proprietors planning a glide path that protects clients and staff
2 to 50-person firms developing internal buyers
Successor teams that need clarity on expectations and economics
Simple how-it-works
Decide. Capture goals, timing, and who is buying what.
Quantify. Value the firm, design the deal, and test scenarios.
Document. Export drafts and the plan summary for counsel.
Important note
Firm Forward is not a law firm or a substitute for legal, tax, or accounting advice. It prepares your team to work efficiently with those professionals.
Succession planning for AE firms that is clear, complete, and in your control.
Build a real plan in hours, not months. Value the firm, define successors, model the deal, and export attorney-ready drafts. No guesswork, no black box, no spinning wheels.
Most owners wait to involve advisors, only to discover that they do not have their decisions documented. Firm Forward flips the sequence. You align people, run transparent valuations, test funding options against cash flow, and leave with clean drafts that your attorney can finalize. It is the fastest way to turn intent into a plan you can sign.
Why firms choose Firm Forward
Owner control from start to finish. You set the assumptions, weights, and terms, then see the impact in real time.
Valuation without mystery. Compare methods, adjust weights, and lock a rationale your CPA can review.
Deal modeling that fits reality. Payroll-linked purchases, bonuses, distributions, bank financing, or hybrids, all stress-tested against cash.
Attorney-ready outputs. Generate plain-English drafts that reduce legal back-and-forth and keep fees focused on strategy.
One workspace for the whole plan. Successors, roles, milestones, KPIs, version history, and exports in one place.
Built for architects and engineers. Terminology, workflows, and templates that match how AE firms actually work, including optional BQE CORE data use.
What you can do with Firm Forward
Frame the end state, timeline, and ownership path.
Run revenue, profit, and asset-based valuations with adjustable weights.
Define successor roles, compensation, and purchase obligations.
Model payments by period, month, quarter, or year, including salary withholding mechanics.
Generate draft documents for counsel and a summary pack for stakeholders.
Track the next 90 days with a clear action list and checkpoints.
What you get
A documented valuation baseline and rationale
A funding plan that protects cash and meets seller needs
Draft legal documents for attorney review
A shareable executive summary and timeline
An auditable record of decisions and versions
Who it is for
Sole proprietors planning a glide path that protects clients and staff
2 to 50-person firms developing internal buyers
Successor teams that need clarity on expectations and economics
Simple how-it-works
Decide. Capture goals, timing, and who is buying what.
Quantify. Value the firm, design the deal, and test scenarios.
Document. Export drafts and the plan summary for counsel.
Important note
Firm Forward is not a law firm or a substitute for legal, tax, or accounting advice. It prepares your team to work efficiently with those professionals.
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