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 […]
Exit Planning Institute - DC Chapter
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.
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.
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
Subject: Search Funds – The Right Kind of Capital (for the “right”situation)
May 16, 2018
8:00-9:00AM, RitzCarlton Tysons Corner
If you work with clients in the lower middle market that are considering an exit, you’re going to want to come to this session
Our Expert Panel will answer these questions:
- What is a Search Fund?
- In what situations are Search Funds are an appropriate capital source?
- How do Search Funds fit with family businesses?
- What are the typical investment criteria for Search Funds?
Subject: Golden Handcuff: How to compensate and retain key employees.
April 18, 2018
Increasingly the value of companies is driven not my machinery and equipment, but by an assembled workforce of knowledge workers and management. Once upon a time it was easy to ensure value conveyed in a transaction: make sure the trucks, machines, and widgets were present at closing! But in today’s world where value is vested in the workforce- and non-competes are increasingly difficult to enforce – how can we ensure value conveys in a transaction?
Enter the Golden Handcuffs.
Our expert panel will discuss a range of ways to entice key employees to hang around post-closing, increasing both buyer confidence and overall purchase price.
We’ll be discussing:
– Using Equity to provide continuity
– Non-equity incentives (Options, SAR’s, Profits Interest, and other Synthetics)
– How life insurance can be used as an incentive tool
– The impact on employees from an HR perspective
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
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 […]
We’re engaged by folks to perform valuations for a wide variety of reasons (litigation, death and taxes – you name it). But some of the smartest and most successful business owners engage us simply […]