Exit Planning Institute - DC Chapter

Get Involved!

The Exit Planning Institute (“EPI”) is dedicated to serving the educational and resource needs of exit planning professionals. The DC Chapter is the local extension of that effort, delivering monthly educational seminars and networking events.

*Required

About the Chapter

The EPI National Capital Chapter meets monthly for an education based event.  Events are usually the third Wednesday of every month and held at the RitzCarlton in Tysons Corner, VA.  Events are open to all attendees (no need to be a “member” to attend).  Simply sign up and join a great group of professionals and business owners for a morning of timely discussion and networking.

Chapter Leadership

The chapter was founded and is run by Quantive’s Dan Doran.  Read more about Dan here.   Ben Rodgers of BNY Mellon Wealth Management is the chapter Vice President.

Thanks to our Chapter Sponsors

Upcoming Events

Subject: Avoiding Common Post Closing Mistakes

November 16, 2017
8:00-9:00AM, RitzCarlton Tysons Corner

Most Deals Fail in Integration, Let’s Change the Dynamic

Real success is ultimately measured by the value conveyed post-closing. As we are all aware, myriad studies show that most mergers or acquisitions do not live up to their pre-deal expectations. Why? Oftentimes companies fail to execute when it comes to integrating the newest member of the family.

Deals often don’t end at the closing table. With a meaningful portion of transaction value often tied to contingent payments, executing on integration couldn’t be more important.

  • What can sellers do in advance to ensure a more successful transition?
  • What are integration best practices?
  • What might a “First 90 Day” plan look like?
  • What acquirer attributes can be predictive of integration success?

Event Registration
https://www.eventbrite.com/e/avoiding-common-post-closing-mistakes-epi-chapter-tickets-37257619543

Past Events

What's Next:

How can Quantive Help?

We’d love to understand your unique situation and discuss how we might be able to help. Get in touch for a confidential discussion regarding your valuation requirements.

Our Recent Writing on Exit Planning

  • When Do Earn-outs Really Work?

    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 […]

  • Do you know the value of your business?

    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 […]

  • 5 Steps to Selling Your Business

    5 Steps to Selling Your Business

    Selling a business can be a stressful event.  Given the size of the asset – and likely it’s importance to your retirement – you can just imagine that there are going to be some […]

Business Valuation Purposes

BUY-SELL AGREEMENTS

Quantive performs business valuations in support of buy-sell agreements, to include buy-ins and -outs, as well as shareholder disputes.

VALUATIONS FOR DIVORCE

We perform business valuations in support of divorce proceedings, working either jointly retained or on behalf of one spouse.

PURCHASE AND SALE

Smart entrepreneurs routinely retain Quantive to understand price early and gain a roadmap for impending price negotiations.

LITIGATION SUPPORT

We provide litigation support for shareholder disputes, lost profits, shareholder oppression, commercial litigation, and various other reasons.

ESTATE AND GIFT

We perform valuations in support of various gifting strategies, as well as in support of probate requirements.

SBA LOANS

Quantive is qualified to perform valuations in support of SBA financing. Our reports are compliant with all SBA SOP’s.

INSURANCE

Quantive values companies for a variety of reasons related to insurance to include establishing values for funding buy-sell agreements.

OTHER

We perform valuations for business planning, gap analysis, lost profits and damages, and a variety of other reasons.

X