Brad Wilson

Brad Wilson

Director, Transition Advisory
Stambaugh Ness

Brad’s 30+ year career spent working with architecture and engineering (AE) firms includes his most recent role as Partner with TWO CPAs & Consultants, Inc., as well as being a Consultant with PSMJ Resources for 17 years. Additionally, after serving as an outsourced CFO and controller for numerous firms, Brad has deep firsthand knowledge of how to develop and execute successful finance and accounting practices in the AE industry. Highly skilled at translating accounting terms and best practices into a language his AE clients can easily understand and act on, Brad has a strong track record for helping firms improve profitability, transition ownership, and successfully execute mergers and acquisitions. With enthusiasm and passion, Brad approaches each client relationship holistically, with a focus on understanding overall operations, personal lifestyle goals, and the firm’s future view.

Sessions

New Strategies for the Next Generation of Engineering Ownership

Featuring Brad Wilson at 9:45 AM on Wednesday, October 28th.

Ownership transition in closely held engineering firms has become significantly more complex. The financial realities, workforce demographics, and expectations of the next generation have shifted so dramatically that the approaches many firms used just 10–15 years ago often no longer work today. When firms fail to recognize generational and financial misalignment early in the transition…