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…

Do you know the value of your business?

We’re engaged by folks to perform valuations for a wide variety of reasons (litigation, death and taxes – you name it).  But some of the smartest and most successful business owners engage us simply to understand the value of their business now.     Why?  Because there are they are attuned to these 5 things that ultimately increase net worth and smooth the path to a successful retirement: Continue Reading…

Thanks for the Great Event!

Big thanks to our speakers this morning-  BNY Mellon’s Chief Investment Strategist Jeff Mortimer and Chris Cathcart, a Partner with private equity group The Halifax Group.   Great insight on their thinking about the M&A environment in the next 12 to 24 months.

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Jeff Mortimer and Chris Cathcart


Selling to BigCo?

Beyond our affinity for tasting small batch brews, there are a few key business lessons to be learned by following the trends in both big beer and craft beer. How are these craft beer acquisitions changing the game within their industry and who is benefiting from these changes in ownership?  Dan Doran shares his insights on selling your startup to a larger corporation with AllBusiness readers. Check it out… 

New Admin- Impact On Value

Prognosticating the impact of soon-to-be President Trump has become a cottage industry.  As a valuation specialist, one area that is vastly under-opined is a look at what impact a Trump Presidency might have on valuations.  In our view?  Likely positive… with caveats.  Let’s look at some issues that might impact value. Continue Reading…

EPI Capital Chapter Launch – Thanks Everyone!

We wrapped up the launch of the Exit Planning Institute’s National Capital Chapter today.  Was great hearing from our keynote speaker – EPI President Chris Snider – about the “adviser of the future.”  As Chris said, “exit planning” isn’t what you think it is.”   Big old tome that gathers dust?  That’s yesteryear.  Exit Planning as we know it is about driving enterprise value and getting ownership “Exit Ready.”

Thanks again for everyone who made it out!




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…