Exit Planning Institute - DC Chapter

Get Involved!

The Exit Planning Institute (“EPI”) is dedicated to serving the educational and resource needs of exit planning professionals. The DC Chapter is the local extension of that effort, delivering monthly educational seminars and networking events.

No Fields Found.

About the Chapter

The EPI National Capital Chapter meets monthly for an education based event.  Events are usually the third Wednesday of every month and held at the RitzCarlton in Tysons Corner, VA.  Events are open to all attendees (no need to be a “member” to attend).  Simply sign up and join a great group of professionals and business owners for a morning of timely discussion and networking.

Chapter Leadership

The chapter was founded and is run by Quantive’s Dan Doran.  Read more about Dan here.   Ben Rodgers of BNY Mellon Wealth Management is the chapter Vice President.

Thanks to our Chapter Sponsors

Upcoming Events

Being a Buyer: Instead of Sell-Ready, Are you Buy-Ready?

Wednesday July 18, 2018
8:00-9:00AM, RitzCarlton Tysons Corner

Creating more value in a company may be possible through partnering, acquisitions and mergers. A growing company, even if by acquisition, is often more attractive to private equity and larger strategic buyers. Come learn some of the practical considerations to being a buyer, where to get capital to be a buyer and what your company will need to be prepared to be a buyer. Partnering with sophisticated capital sources can accelerate enterprise value and increase the “size of the pie” on an eventual exit. Real-life examples of sourcing, due-diligence, closing and integrating an acquisition to enhance the value of the core business.

We will be discussing:

  • What you need to do to be ready to be a borrower
  • Where you can access capital to buy a competitor or buy a player in another market
  • What is a “re-cap”
  • Can the business owner take some cash out of a deal during a buy or re-cap transaction

When and Where

  • Wednesday July 18, 2018 @ RitzCarlton in Tysons
  • 0730-0800 Networking
  • 0800-0900 Presentation

Event Registration

Past Events

Pre-Sale Planning and Wealth Management

June 21, 2018

When business owners are selling their company, closing the deal is often all they think about. Owners may feel that taking steps in anticipation of a sale is like “putting the cart before the horse.” Not so! A truly efficient sale incorporates tax planning opportunities that can result in significant income, gift, and estate tax savings that may be lost once the deal is closed. Effective pre-sale planning can have a significant positive impact on the outcome. When contemplating the sale of a business, owners should make sure that the transaction structure complements their family’s financial goals and objectives. This is the intersection of pre-sale planning and wealth management.

Topics of discussion:

  • Importance of preparation and planning
  • What is wealth management
  • Building the deal team
  • Understanding the options
  • Importance of financial modeling
  • Generating competitive tension

What's Next:

How can Quantive Help?

We’d love to understand your unique situation and discuss how we might be able to help. Get in touch for a confidential discussion regarding your valuation requirements.

Our Recent Writing on Exit Planning

  • Fiscal Fitness Checklist: Get Ready for ’18 Now

    Fiscal Fitness Checklist: Get Ready for ’18 Now

    Running your business requires you to manage dozens of tasks each day, and delivering a quality product or service to your customers is the first priority. Some owners become overwhelmed by daily business operations […]

  • When Do Earn-outs Really Work?

    When Do Earn-outs Really Work?

    Here’s a universal truth about earn-outs: buyers love them and sellers hate them.   From a buyers point of view, what could be better?  We are deferring a portion of the purchase price and […]

Business Valuation Purposes

BUY-SELL AGREEMENTS

Quantive performs business valuations in support of buy-sell agreements, to include buy-ins and -outs, as well as shareholder disputes.

VALUATIONS FOR DIVORCE

We perform business valuations in support of divorce proceedings, working either jointly retained or on behalf of one spouse.

PURCHASE AND SALE

Smart entrepreneurs routinely retain Quantive to understand price early and gain a roadmap for impending price negotiations.

LITIGATION SUPPORT

We provide litigation support for shareholder disputes, lost profits, shareholder oppression, commercial litigation, and various other reasons.

ESTATE AND GIFT

We perform valuations in support of various gifting strategies, as well as in support of probate requirements.

SBA LOANS

Quantive is qualified to perform valuations in support of SBA financing. Our reports are compliant with all SBA SOP’s.

INSURANCE

Quantive values companies for a variety of reasons related to insurance to include establishing values for funding buy-sell agreements.

OTHER

We perform valuations for business planning, gap analysis, lost profits and damages, and a variety of other reasons.