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

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.)

Event Registration

Past Events

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

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

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.