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.

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: Tax Cuts and the Job Act – What it means for Business Owners

February 21, 2018
8:00-9:00AM, RitzCarlton Tysons Corner

How will the Tax Cuts and Jobs Act will impact business owners and their advisors?  

Our Expert Panel will answer these questions:

  • Should you convert your business to an S Corporation?
  • How will the reduction in rates impact the M&A market?
  • What should entrepreneurs consider when forming new companies?
  • How will the curtailment of business exemptions affect the bottom line?

Event Registration
https://www.eventbrite.com/e/tax-cuts-and-the-job-act-what-it-means-for-business-owners-tickets-40155617533

Past Events

Subject: New Year, New Economy, New Crystal Ball: Now What?

January 17, 2018

Join us and our special guests Philo Tran (bio) – an investment banker with Clearsight and former private equity pro- Jeff Mortimer (bio) Director of Investment Strategy at BNY Mellon  – and Mark Raterman Co-Founder and Managing Director of LNC Partners (bio) for our January meeting.

We’ll be having a discussion on the current economic situation, the recent massive tax code changes, and the impact on owners pursuing a transition.

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.

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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.