Resources
Civil engineering firm guides
Fifteen in-depth guides for civil engineering firm owners and principals. Each guide is its own page at /resources/guides//.
01How to value a civil engineering firmA civil engineering firm does not have one universal value. The answer depends on why the valuation is being done, what ownership interest is under review, the firm’s.12 min →02How to prepare a civil engineering firm for a valuationA valuation is only as useful as the information behind it. If your firm’s revenue, backlog, staffing, project risk, and owner responsibilities are difficult to.11 min →03How to organize a civil engineering data roomA civil engineering data room is a controlled place to organize records for a defined business purpose. Owners use one to respond to a lender, prepare for a potential.12 min →04How to read an engineering firm backlog reportA backlog report can look reassuring: a large fee total, a long list of projects, and months of work ahead. But the total is only useful if you know what it includes.11 min →05How to review client concentrationA civil engineering firm can have a strong backlog, a full project team and a healthy pipeline while relying heavily on a small number of clients. That reliance may be.10 min →06How to plan ownership transitionOwnership transition is a continuity process for the firm, its clients, and the people who deliver its work. A transition may involve current leaders, employees, family.9 min →07How to compare ownership transition pathsAn ownership transition shapes the company’s future and your own. It can affect who makes decisions, how employees share in value, what happens to clients and projects.12 min →08How to develop the next generation of firm leadersMany civil engineering firms say they want the next generation to lead. Then they keep the client relationships, staffing decisions, financial information and difficult.12 min →09How to win more public sector work through QBSQualifications Based Selection, or QBS, is a procurement approach in which a public owner evaluates professional qualifications before negotiating compensation. For.11 min →10How to build a public sector proposal calendarA public sector proposal calendar is a working plan for deciding which opportunities deserve attention, assigning the work, and getting a compliant submission out on.11 min →11How to prepare for a QBS interviewA qualifications-based selection interview is a working conversation about whether your firm can solve the client’s problem with the right people, a sound approach, and.11 min →12How to set up a project quality planA project quality plan (PQP) describes how a civil engineering team will meet the project’s requirements and check its work. It should connect the contract and.12 min →13How to plan a civil site visitA civil site visit may be a routine observation, a survey, a construction review, an investigation, or a response to a field issue. Each has different objectives and.11 min →14How to evaluate AI for proposal workFor a civil engineering firm, proposal work can involve confidential client information, technical claims and commitments that affect how a project is delivered. AI may.10 min →15How to improve a civil engineering firm websiteA civil engineering firm’s website should help prospective clients understand its work, assess whether its experience fits their project, and know how to start a.11 min →
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