ICYMI: HR Considerations for M&A

Couldn’t attend our Exit Planning Institute Chapter meeting this month? No problem! We’ve got you covered. Check out our recap below:  Getting the deal done is one thing, but the hard work truly begins when you are tasked with integrating two companies. It’s no surprise that people issues are at the heart of the matter especially in today’s knowledge economy.   […]

ICYMI: Pre-Sale Financial Planning for Entrepreneurs

Great event to kick off our 2020 event series – thanks so much to our speakers Uday Shah and Chris Tate from The Private Bank at Bank of America. The focus of their talk was on key financial planning techniques specifically for entrepreneurs. Here are some takeaways:   Take-Away 1: Valuation, Valuation, Valuation.    FY20 is the year of valuation […]

Aligning Shareholder Intent: Buy-sell, Managing Partners, and Adding Value

A group of operating shareholders can add strength and bench depth to a company. However, we’ve also seen the horror stories that stem from shareholders that have different ideas on the direction of the company, growth, or their own roles and workload within a company. Join us October 16th for our panel discussion on all the […]

ICYMI: Using Reps and Warranty Insurance to Close the Deal

In case you missed our Exit Planning Institute Chapter meeting this month we’re dropping this recap below.  Great meeting with a ton of valuable content for both those in the “deal world” as well as those considering acquiring / divesting.  This month we focused on reps & warranties insurance (also referred to as “transactional risk […]

Fall EPI DC Event Schedule Announced

Another season, another EPI event series!  We’ll be talking about the ins-and-outs of Succession Planning, the Exit Planning Process, and also hosting another “Cashed Out Owner” panel.  Plus a Happy Hour! Schedule September 13th Happy Hour September 19th  – “Cashed Out Owners: The Good, the Bad, the Lessons Learned”  Cancelled – Venue not available October 17th […]

We’d Love to Hear from You: Call for Presentations (EPI DC)

Are you interested in participating in a future panel?  Have an idea that you’d like to see included?  We’d love you’re input!  To be considered as a presenter / panelist next year, please submit a proposal with the following: Submission Deadline: August 31, 2018 Proposal Guidelines Include a synopsis of the proposed event. This should […]

EPI Event Recap – On Being Ready to Acquire

Great event this morning!  Much thanks to our moderator Aaron Ghais and panelists Mike Molino, Chris Carpenito, and Ralph Pope this morning.  Loved hearing your insights and war stories as experienced acquirers. Recapping some of the high points discussed: