Fraud Prevention Event – Executive Impersonation

Quantive would like to cordially invite you and a guest for a special evening of cocktails, food, and fun.

This event is the first of a series of educational/social gatherings that we will be hosting over the course of the year.  We have invited Lourdes Ortuso, Vice President with M&T Bank, to educate us with her presentation titled “Focus on Fraud: Executive Impersonation”.

This is an increasing trend in the corporate world and Lourdes’ talk will leave you informed and prepared to protect yourself and your business.  Please find the details below and you can RSVP directly to me.  We look forward to seeing you!

Date: 
Thursday, May 18th 2017

Time: 
6:30pm – 8:30pm

Location: 
Vinifera Wine Bar & Bistro
11750 Sunrise Valley Dr.
Reston, VA 20191

RSVP
Katie Snell or your Quantive POC

 

EPI DC Chapter – Join Us for Happy Hour

This month we’re switching things up a bit.  Instead of our usual monthly educational breakfast event, in May we’ll be hosting a social.  Please join us for cocktails and light hors d’oeuvres on May 24th at 5pm.  Our co-sponsor BNY Mellon Wealth Management is graciously hosting at Tysons Tower Rooftop Penthouse (7900 Tysons One Place).

RSVP Here.

 

April EPI Meeting Wrap Up

Thanks for coming everyone! And thanks to our speakers Tom Roback and Marc Marlin, what a great event!  We’ve had a number of requests for the slide deck – we’ll make that available for download shortly.

Looking forward to seeing everyone next month for our Happy Hour in Tysons!

 

Join Us – State of Owner Readiness Survey

Fellow professionals and advisors – join us in participating in the State of Owner Readiness Survey here in the D.C. market.   This survey has been completed in 10+ markets around the country and seeks to help quantify how business owners have approached exit planning within a geographic market.  We all know how unique the D.C. market is, and we are really excited to see how we stack up to the rest of the country.

For some background, check out the below webinar from last week hosted by our partner EPI with Scott Snider: Continue Reading…

When Do Earn-outs Really Work?

Here’s a universal truth about earn-outs: buyers love them and sellers hate them.   From a buyers point of view, what could be better?  We are deferring a portion of the purchase price and transferring risk back onto the seller.  From the seller’s point of view…. what a load of horse-hockey!   Continue Reading…

Dan Doran Published in Financial Advisor Mag

If you’re a financial advisor you’ve likely spent ample time with clients that are focused on the more liquid portions of their portfolio… and ignore the elephant in the room.  By ignoring their operating company as a component of their portfolio the entrepreneur is potentially jeopardizing their retirement.

Check out Dan’s latest writing on the topic in Financial Advisor Magazine.

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.

Doran Published in Virginia Business Magazine

Virginia Business magazine recently published Dan Doran’s article on “Three Secrets to Making Your Business More Sellable.”   Dan discusses working on the risk profile of your business, building “transferability” into your company, an briefly touches on structuring the deal.  Read more @ Virginia Business.

Stop Asking for Easy

If you’ve ever sat through a talk I’ve given or, as a business owner, sat with me one-on-one talking about exit planning, there is a 100% chance that you’ve heard me talk about how hard it is to get it done right.  And I don’t say that to be negative – I’m talking about hard things because we have to embrace the difficult in order to do great things. Continue Reading…

Business Valuation and Divorce – Tis The Season

Regardless of your profession, we have a few common denominators: the (loathed) Patriots will be playing football, the Ground Hog will be wrong, and a goodly number of our clients will be getting divorced.

That’s right- family law practitioners know this well, and the statistics bear it out- the end of January is officially divorce season.

With that in mind, what better time to cover some basics on valuation matters related to divorce? Continue Reading…

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