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October 2018

Succession Planning: Keeping it in the Family

October 17, 2018 @ 7:45 am - 9:00 am EDT
The Ritz-Carlton, Tyson’s Corner, 1700 Tysons Boulevard
McLean, VA 22102 United States
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$35 – $45

We spend a lot of time focused on outright sales to a 3rd party. But when it comes down to it many owners would prefer to "keep it in the family" - either in a literal sense or with existing employees. But those types of successions can be notoriously difficult. Issues range from under-capitalized buyers to buyers lacking the "entrepreneurial spirit" to truly be an owner. So how to get the deal done? In this session will be discussing options…

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November 2018

Family Governance – November 2018 (DC EPI Chapter)

November 14, 2018 @ 7:30 am - 9:30 am EST
The Ritz-Carlton, Tyson’s Corner, 1700 Tysons Boulevard
McLean, VA 22102 United States
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As advisors its easy to focus most of our efforts on "the business" - often to the detriment of the family behind it. Family businesses have special circumstances that public companies don't face, and managing the issues that come attendant with stewarding wealth throughout multiple generatations can be complex. In this session we go deep on identifying those issues and working with families to create a more formal governance process that safeguards the assets- and relationships - that they've spent…

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RM EPI: The Good, the Bad & the Ugly of Exiting My Business: Owner Panel…

November 29, 2018 @ 7:30 am - 9:00 am EST
The Commons on Champa, 1245 Champa Street
Denver, CO 80204 United States
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$35

An inside look at transactions from the business owners perspective. Hear the good, the bad, and the ugly. A great event for advisors and owners that are in the planning stages. Rocky Mountain Chapter Sponsors:

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December 2018

Webinar: Exit Planning Basics

December 6, 2018 @ 12:00 pm - 1:00 pm EST
Free

EPI Process (DC EPI Chapter)

December 19, 2018 @ 7:30 am - 9:30 am EST
Northern Virginia Chamber of Commerce, 7900 Westpark Drive #A550
Tysons, VA 22102 United States
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$35

EPI Chapter Monthly Meeting- The Exit Planning Process We've spent the last two years building a content arc related to ownership transitions. In this session we're going back to basics and discussing what an end-to-end exit planning process actually looks like. We'll be departing from our normal panel discussion format - instead I'll be leading an interactive presentation specifically aimed at the advisors role in exit planning. My goal: shed some light on how you can and should be involved in the…

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January 2019

Exit Planning Case Study

January 16 @ 7:30 am - 9:00 am EST
Northern Virginia Chamber of Commerce, 7900 Westpark Drive #A550
Tysons, VA 22102 United States
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$35 – $45

We're going to try out a new format this month!  We'll be conducting an interactive case study. Dwayne and Daryl have a great business, big ambitions, and even bigger problems. (Read: Basically. similar to about 80% of the companies we encounter in the lower middle market...) We'll be using a sort case study about them and working through the various ways different professionals come into play.

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Getting Your GovCon Sale Ready: Planning for Success

January 31 @ 2:00 pm - 3:00 pm EST

In the last 15 years we've seen countless GovCons go to market with little or no preparation. Some sell - many don't. It's the ones that put in the nitty gritty work that really knock it out of the park. Smart owners start the planning for an eventual sale 2-5 years before they are ready to go to market. But sometimes events get ahead of us This webinar: - Discuss the buyer's perspective: what are they looking for? - Discuss…

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February 2019

Getting Sale Ready: Planning for Success

February 5 @ 2:00 pm - 3:00 pm EST

In the last 15 years we've seen hundreds of entrepreneurs go to market with little or no preparation. Some sell - many don't. It's the ones that put in the nitty gritty work that really knock it out of the park. Smart owners start the planning for an eventual sale 2-5 years before they are ready to go to market. But sometimes events get ahead of us This webinar: - Discuss the buyer's perspective: what are they looking for? -…

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Getting Your GovCon Sale Ready: Planning for Success

February 19 @ 2:00 pm - 3:00 pm EST

In the last 15 years we've seen countless GovCons go to market with little or no preparation. Some sell - many don't. It's the ones that put in the nitty gritty work that really knock it out of the park. Smart owners start the planning for an eventual sale 2-5 years before they are ready to go to market. But sometimes events get ahead of us This webinar: - Discuss the buyer's perspective: what are they looking for? - Discuss…

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New Trends in Family Transitions

February 20 @ 7:30 am - 9:30 am EST
Northern Virginia Chamber of Commerce, 7900 Westpark Drive #A550
Tysons, VA 22102 United States
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*Note* Looks like we may get some snow! Our inclement weather policy to to follow OPM (see status here).  If delayed / closed, our event will be cancelled.  Tickets may either be refunded or rolled forward to next month.   Newly released data indicates poor succession rates and a failure traditional succession planning models often having to do with different generational attitudes and diverse model families (Read: those darn millennials!).  Adding complexity: recently issued/proposed tax regulations on the current estate and…

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