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.

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

Family Governance 

Experts Discuss Critical Issues

Please join our expert panel as they discuss how to manage the complex issues that come attendant with stewarding wealth throughout multiple generations.

We’ll be discussing:

  • Identifying the issues that come with family businesses
  • Working with families to create more of a formal governance process that safeguards assets and family relationships

When and Where

  • November 14, 2018 @ RitzCarlton in Tysons
  • 0730-0800 Networking
  • 0800-0900 Presentation

To attendregister here.

Past Events

Succession Planning

Experts Discuss Critical Issues

Please join our expert panel as they discuss key issues impacting potential acquirers.

We’ll be discussing:

  • The nuts and bolts of when to start the conversation regarding the possibility of succession
  • Issues that arise with successions
  • Options owners have when succession planning

When and Where

  • October 17, 2018 @ RitzCarlton in Tysons
  • 0730-0800 Networking
  • 0800-0900 Presentation

To attend – register here.  

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

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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.