Exit Planning Institute - DC Chapter

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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.

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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

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?

Event Registration

Past Events

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

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.

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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.