If you’re a financial advisor you’ve likely spent ample time with clients that are focused on the more liquid portions of their portfolio… and ignore the elephant in the room. By ignoring their operating […]
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
September EPI Social
Thursday September 13, 2018
5:00-7:00PM, BJ’s Restaurant and Brewhouse, Tysons
Join us for our “Fall” social! We’re going to break the mold of our usual breakfast event series, and instead we’ll be doing a Happy Hour at BJ’s Pub in Tysons. Price is $25. You’ll get one complimentary drink* and light hors dourves.
Hope to see you there!
*Why one drink? As we’ve done in the past with these events we’ll be donating all profits to the Folder Flag Foundation (If you aren’t aware… it’s a great cause. Unique to the Folded Flag… 100% of donations are given to qualifying families as all operating expenses are covered by group sponsors.)
Being a Buyer: Instead of Sell-Ready, Are you Buy-Ready?
July 18, 2018
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.
Topics of discussion:
- 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
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
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