Lenders Speak: “Getting the Deal Done”

Great event this morning!  Thanks so much to Mark Moore and Adam Nalls of Access National Bank, as well as Bruno De Faria of M&T Bank, for providing some great insights into the lending market.   We tasked our panelists with discussing what they are seeing in the market in terms of acquisition finance, challenges that they typically see related to deals, and to share some tips and tricks on getting the deal through underwriting.

A few take-aways from the event: Continue Reading…

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…

June EPI Meeting – How to Get More Transactions Financed

Business acquirers (and to some extent, advisors) are often surprised when lenders take a pass on an acquisition finance opportunity, with the underlying reasons remaining a mystery. In reality, the reason for the turn down can often be easily explained (and ideally, remedied). For instance, often, the bank simply does not finance the type of acquisition that the buyer is requesting.

The presenters in this session will explain what type of bank and financing is appropriate for which type of acquisition (commercial, asset based, SBA), and the current lending environment for each in the DC Market The panel will discuss how to properly package the loan that results in loan approval, how deal structure impacts the attractiveness of the deal, and other elements from the lenders’ perspective.

Please join us.  Register here.

Ritz-Carlton Tysons, 1700 Tysons Blvd, McLean, VA 22102

June, 21 2017

7:30am – 9:30am

Plan for Post Tax Proceeds

This won’t come as a surprise, but nearly every business owner who is approaching a sale is focused on realizing the highest possible price. What may come as a surprise though, is that few are focused on the right number. The question “how much can I get for the company?” should always be followed by “after taxes.”

There are a number of issues that are going to alter your post tax proceeds (which is why we always recommend embarking on an Exit Planning Process).  With an appraisal in hand, working with a qualified tax advisor is a great way to really drill down on how a transaction might look for you and affect your retirement.

So, what kind of tax are we talking about? Continue Reading…

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!

Thursday, May 18th 2017

6:30pm – 8:30pm

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

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.