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 factors one must consider in order to successfully align shareholder intent. This is going to be a great one!

Learning Objectives:

  • The Buy-Sell Agreement as the cornerstone for successful partnerships
  • How aligning the goals, desires, and beliefs of shareholders can supercharge company performance
  • How a team can actually add value to the enterprise
When and Where:
  • October 16th, 2019 @ Northern Virginia Chamber of Commerce, 7900 Westpark Drive #A550, Tysons, VA 22102
  • 0730-0800 Networking
  • 0800-0900 Presentation

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 insurance”) and what role it plays in M&A deals. The goal for this meeting was to ensure that our attendees left feeling as though they could speak knowledgeably about the product by answering these three questions: Read more

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!


September 13th Happy Hour

September 19th  – “Cashed Out Owners: The Good, the Bad, the Lessons Learned”  Cancelled – Venue not available

October 17th – The Ins-and-Outs of Succession Planning

November 28th – Family Governance

December 19th – The Exit Planning Process

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 be a one paragraph-ish blurb detailing what the session is about.
  • Prepare 3-6 learning objectives
  • Briefly discuss why you believe the topic is timely and relevant to our discussions
  • Panelist suggestions (if not by name, then ideal background)
  • * If you have a similar presentation available please feel free to share
  • Submit proposals to dan at goquantive dot com <– We all hate spam… :) 

Ground Rules

  • All content should be related to “ownership transitions.”  Topics of interest include:
    • Preparing for an exit
    • Managing growth / creating an inflection point
    • Navigating next-generation transitions
    • Matters related to an entrepreneur’s estate
    • Etc
  • All sessions are panel discussions – we do not do “single person presenter” events

Selection Criteria

  • Relevance to the EPI Chapter mission / purpose
  • Interdisciplinary or multi-disciplinary application to Exit Planning / Ownership Transitions
  • Potential to attract a varied audience and stimulate collaborative discussions
  • Timeliness of the topic
  • Practical application of information to be presented
  • Practical and clearly defined Learning Objectives

Our Mutual Commitment

  • Once selected, we commit to ample prep time (typically 2 conference calls in the month prior to event)
  • After presentation date is determined, parties “hard commit” to the date and will not request changes
  • Each presenter will be asked to prepare a slide deck for distribution to audience (* new for 4Q18)
  • Presenters are asked to help market their event to their network.  One of the best things about our sessions has been the ability to attract new, high quality attendees.  We leverage our speakers, in part, to expand our mutual network of colleagues
  • Presentations are an opportunity to showcase subject matter expertise, but our sessions are not “sales opportunities”

Chapter Mission

The mission of the EPI Capital Region Chapter is to create a forum where a community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for professional advisors to build awareness and better prepare an owner for the successful exit of their business; develop, encourage and foster the adoption of best practices for the exit planning profession and related professionals; and promote the common business interests of those business advisors engaged assisting entrepreneurs through ownership transitions.

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: Read more