All posts in “Press Release”

Dan Doran on Long Island Exit Planning Panel

Quantive’s Dan Doran recently sat on a panel of Private Equity and M&A experts hosted at Long Island’s Post University titled “What the Heck is my Long Island Business Worth?”  Sponsored by the Long Island EPI Chapter and AM&AA, the panel featured a range of middle market professionals from Duff and Phelps, MCM Capital, BNY Mellon Wealth Management, KLH Capital, as well as Quantive.

Quantive’s Dan Doran said “BNY’s Dan Shaughnessy did a fantastic job putting together a highly informative event.  I loved the mix of buy-side and sell-side viewpoints from the fellow panelists.  It’s always interesting to see how the ‘other side’ views deals and to understand their key points of consideration in assessing deals.”

Discussion Learning Objectives

Highlights and learning objectives from the panel discussion included:

  • Valuation multiples 
    • What are they and why are they important to business owners? 
    • What macroeconomic factors are driving M&A valuation multiples to current record highs? 
  • What value drivers help boost the business’ valuation? 
  • What red flags in a business could hurt a business’ valuation? 
  • What are some of the most common mistakes that business owners make when selling their business that impact its value (and how can those mistakes be avoided)? 
  • How are business owners are “getting paid” for their business?  Earn outs, rolled equity, seller note, employment agreement with RSU’s, etc. 
  • The most important negotiating points in a deal that impact the sale price? 

Quantive Named Moxie Award Finalist

Quantive is pleased to have been named a finalist in the 2018 Moxie Award, said Dan Doran, Quantive’s Founder.  The Moxie Award honors companies, nonprofits, and associations for their boldness in business, placing them among an elite group of leading organizations.

“I want to congratulate our team for enabling us to be recognized among the boldest and most innovative organizations in the D.C. metro community,” Doran said.

Finalists were recently announced by Sarah Cody, the 2018 Moxie Award executive chairwoman.

“We received an unprecedented number of entries,” Cody said. “We look forward to revealing the winners at the 2018 Moxie Award celebration on Oct. 11 at The Ritz-Carlton in Tysons Corner.”

A complete list of finalists can be found at https://moxieaward.com.

Clear Rock is now part of the Quantive Family

We are pleased to announce that our sister company, Clear Rock Advisors, LLC., has rebranded under the Quantive name. The two companies share common ownership, and this rebranding better aligns with our vision of offering a full range of services related to corporate value.

About Quantive

Quantive is a veteran owned and operated financial services company serving the lower middle market. We assist entrepreneurs, family businesses, and their advisors in Valuation, Value Growth Consulting, and M&A Advisory.

For more information please contact Dan Doran @ 202-734-6490.

FAQ’s

Has there been a change in ownership?
No. This is a simple rebranding – ownership remains the same.

Will this change impact my relationship with my Advisor?
No. There will not be any change whatsoever to your advisor relationship or your direct interaction with Quantive / Clear Rock.

Why the change?
As our financial services practices have continued to grow we find more and more overlap between our M&A, Valuation, and Exit Planning services. We want to cut down on any confusion and improve consistency in the way we go to market. Ultimately we think this change will drive a better client experience.

When is the change effective?
We finalized our rebrand to Quantive in March 2018.

Reminder: Exit Planning Institute Chapter Launch

Quick reminder: the Exit Planning Institute Capital Region chapter is launching next week!

When: Tuesday, December 13, 2016
Where: Ritz-Carlton Tysons
Cost: Complimentary

You are cordially invited to join us for an Exit Planning Awareness Event. Join us and Chris Snider, the 2015 AM&AA Thought Leader of the Year, for a complimentary session on “Breaking Down Professional Silos: The Advisor of the Future.” Continue Reading…

Jess Timmerman Published in Banking.com

Congrat’s to our own Jessica Timmerman on her recent publication in Banking.com.

We spend a lot of time thinking and talking (and implementing) how to best communicate with our COI’s and clients.  Jessica’s brings up some great points here: there’s no one-size-fits-all approach when communicating across age groups.  Targeting your message improves reception.  Do that we’ll and you can transfer those skills to increased response rates and increased value.

See her full piece here: Personality Traits You Should Cultivate to Reach Millennials: How Understanding Your Audience Increases Business Value

 

VirginiaBiz.com article on Business Expansion

Quantive principal, Dan Doran, discusses the importance of understanding scaling in a VA Business March 16, 2016 opinion piece titled Is business expansion always the best way to grow value?”

 “Know how much scaling will cost.  Growth isn’t free, or necessarily cheap.  Capital expenditures, adding distribution, a sales staff, research and development…there are myriad costs associated with scaling up. Do the work to detail costs.” Continue Reading…

NJBiz.com publishes Learn from Tech Startups piece

NJBiz.com published Dan Doran’s “What Can We Learn About Growth From Fast-Growing Tech Startups” in the March 31, 2016 Industry Insights column. The indisputable truth is that the technology industry grows by leaps and bounds on a daily basis. Blink and you’ve likely missed something; whether it be a new app, the latest gadget, or some medical technology break through that will change all of our lives. Continue Reading…