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NAGGL Lenders Conference – Thanks for Stopping By!

We had a great time at the NAGGL conference in Colorado Springs this week!  Great to meet some new folks (and see some old faces of course).

A bunch of folks have asked for our most recent Lenders Business Valuation Desk Reference – you can grab a copy here.

Both Holly and Katie were in attendance and from what we hear it was a great conference all around. Looking forward to keeping in touch – see you on the next deal!

– The Quantive Team

Quantive Enters Colorado Market

Quantive Enters Colorado Market

April 6, 2017 (McClean, VA and Colorado Springs, CO) Quantive Business Valuations, a McLean, Virginia based business valuation firm, is pleased to welcome Holly Flores to their team of finance professionals. Based in Colorado Springs, CO, Flores joins Quantive as a Value Advisor.

Flores has an extensive and varied background that gives her unique insight into the operations of companies and the needs of business owners. She has worked for organizations of all sizes, and across several sectors, including service in the U.S. military.

Before joining Quantive, Flores worked for a middle market mergers and acquisitions boutique located in Colorado. She has also worked in private wealth management and institutional sales for UBS, as well as in wealth management at Northwestern Mutual. Additionally, she has worked as the Operations Director for an oilfield services company, managing service and support to over 1200 oilfield workers in a remote Alaskan oilfield.

Flores graduated from the U.S. Military Academy at West Point and went on to serve as a Logistics Officer in the U.S. Army, leading multi-functional logistics organizations in support of forward deployed division operations.

According to Dan Doran, Founder of Quantive Valuations, “We are pleased to welcome Holly to the Quantive team. Her background in M&A and wealth management are immensely valuable to the growth of our practice. We’re also excited to expand our reach into the western U.S. market through Holly’s existing footprint in Colorado.”

About Quantive

Quantive Business Valuations is a professional business valuation practice specializing in small to medium sized closely held and family owned businesses. The addition of Flores to Quantive’s team marks an expansion into Colorado for the company, which currently has offices in New Jersey and Virginia. Learn more at quantivevaluations.com.

Dan Doran OpEd – Washington Business Journal

Quantive’s Dan Doran was recently published in the Washington Business Journal (Paywall).  Dan argues that the IRS’s so-called 2704 proposal will be hugely detrimental to family business ownership.

These regs will make it increasingly difficult to keep businesses and farms in the family – essentially the opposite of the American Dream.

“The IRS has proposed a set of regulations with the intent of limiting certain abuses in tax planning that are often used by the wealthy. They will have a devastating impact on family businesses.”

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Quantive Welcomes New Ops Chief

We’re super happy to have Rob Ratcliffe joining Team Quantive.   Rob joins us after retiring as a career Special Forces officer in the U.S. Army.  His time in the military included various commands (to include a Special Forces A-Team), as well as several years as a strategic planner.   His role at Quantive is simple: help us “Get Things Done.”  His background fits well with our philosophy of “Walk Softly and Execute Relentlessly.”

Suffice it to say he’s over qualified for his role here, and we’re humbled to have him aboard.

Learn more about Rob here.

Dan Doran Awarded Exit Planning Certification

Quantive is pleased to announce that Mr. Doran has earned the CEPA Exit Planning designation.  While Mr. Doran has been working in the field for over a decade, he feels that a commitment to ongoing education in the field is fundamental to success.

Original Press release follows.

 

Elite Business Advisors Earn Prestigious CEPA Designation

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