Loading Events

← Back to Events

Quantive

(888) 827-1624||www.GoQuantive.com

Quantive is a veteran owned and operated financial services firm. We help entrepreneurs in a range of matters related to corporate value: business valuation, value growth, and M&A advisory. We have over 15 years of experience in a wide range of industries with a focus on the lower middle market.

March 2019

Exit Planning Boot Camp

March 5 @ 8:00 am - 12:00 pm EST
Northern Virginia Chamber of Commerce, 7900 Westpark Drive #A550
Tysons, VA 22102 United States
+ Google Map

The notion that business owners don’t want to talk about their exit or ownership transition is outdated and misguided. In our experience, once owners start to consider what’s next in terms of business ownership they become increasingly engaged. But they are also frustrated by many areas of concern: their estate, their financial plan, how company value plays into a successful retirement, legal questions, etc. Exit Planning Boot Camp helps owners understand the linkages between all these verticals, and what it…

Find out more »

Getting Sale Ready: Planning for Success

March 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? -…

Find out more »

Quantive’s Winter Happy Hour

March 5 @ 5:30 pm - 7:30 pm EST
BJ’s Restaurant & Brewhouse, 8027 Leesburg Pike #100
Vienna, VA 22182 United States
+ Google Map
Free

Don't let the winter blues get you down. Come join your friends at Quantive for our Winter Happy Hour!

Find out more »

Exit Planning Boot Camp

March 19 @ 8:00 am - 12:00 pm EDT
Leesburg, Virginia Leesburg, VA United States + Google Map

The notion that business owners don’t want to talk about their exit or ownership transition is outdated and misguided. In our experience, once owners start to consider what’s next in terms of business ownership they become increasingly engaged. But they are also frustrated by many areas of concern: their estate, their financial plan, how company value plays into a successful retirement, legal questions, etc. Exit Planning Boot Camp helps owners understand the linkages between all these verticals, and what it…

Find out more »

Building Value in Federal Contractors

March 20 @ 7:30 am - 9:00 am EDT
Northern Virginia Chamber of Commerce, 7900 Westpark Drive #A550
Tysons, VA 22102 United States
+ Google Map
$25.00 96 tickets left

One of the most frequent discussions we have is “how do you build value in a GovCon?”  The easy answer is “win more contracts.”  But putting aside the obvious, how else do you grow value?  Assuming equal revenues, what might make one contractor more valuable than the next?   And how do you get proactive about not just adding contracts but strategically building enterprise value in a GovCon?

Find out more »

April 2019

Pre-sale Liquidity Planning

April 17 @ 7:30 am - 9:00 am EDT
Northern Virginia Chamber of Commerce, 7900 Westpark Drive #A550
Tysons, VA 22102 United States
+ Google Map
$25

“Business Rich, Cash Poor.”  This is most entrepreneurs the day before their first exit.  Unfortunately this also means that they frequently “under-advised” with little to no financial planning completed before they go to market.  They miss the boat on advanced planning opportunities that should be happening a few years in advance of an exit.

Find out more »

May 2019

Reps and Warranties: Trends, Insurance, and Issue Mitigation

May 15 @ 7:30 am - 9:00 am EDT
Northern Virginia Chamber of Commerce, 7900 Westpark Drive #A550
Tysons, VA 22102 United States
+ Google Map
$35.00 – $45.00

Reps and warranties are one of those things that remain and afterthought deep into a transaction…. Until they aren’t.  Sellers are frequently caught off guard as to what they ultimately are going to rep to, and what the post-closing economics might look like for any issues that creep up.  What’s more – circumspect buyers frequently face competing goals:  speed to closing vs. surety on diligence items (i.e.  to be 100% certain on the risk they are buying takes infinity long…

Find out more »

August 2019

The In’s and Outs of ESOPs

August 21 @ 7:30 am - 9:00 am EDT
Northern Virginia Chamber of Commerce, 7900 Westpark Drive #A550
Tysons, VA 22102 United States
+ Google Map
$25.00

Selling to employees can be a great way to transition ownership – given the right set of circumstances.  In this session we will discuss the practical considerations with structuring ESOP transactions.  Most transactions are designed as an exit vehicle for a closely held company.   ESOP’s are often viewed as “tax incentive centric” – and as such we’ll discuss tax considerations (and post-tax deal proceeds) for both S-Corps and C-Corps.  We’ll also review what makes a company an ideal ESOP candidate……

Find out more »

September 2019

Private Business Valuation: a Panel Discussion

September 18 @ 7:30 am - 9:00 am EDT
Northern Virginia Chamber of Commerce, 7900 Westpark Drive #A550
Tysons, VA 22102 United States
+ Google Map
$35 – $45

Value (or price) is at the heart of every transaction.  Valuation also stands at the intersection of many other critical events for a business owner.  For example: Litigation (divorce, commercial disputes, bankruptcy, shareholder oppression) Equity Incentive plans / ESOP Tax matters (409a, S-Corp Conversions, estate and gift tax) Financial Reporting (Purchase price allocations, goodwill impairment)

Find out more »

October 2019

Aligning Shareholder Intent: Buy-sell, Managing Partners, and Adding Value

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

A group of operating shareholders can add strength and bench depth to a company.  But we’ve also seen the horror stories that stem from shareholders that have different ideas on the direction of the company, growth, or their own roles and workload within a company.

Find out more »

November 2019

Partial Liquidity Strategies for the Lower Middle Market

November 20 @ 7:30 am - 9:00 am EST
Northern Virginia Chamber of Commerce, 7900 Westpark Drive #A550
Tysons, VA 22102 United States
+ Google Map
$35 – $45

A recent survey by PWC and the Family Firm Institute finds that more family businesses are exploring partial liquidity options.  On one hand, prices, demand, and earnings multiples remain very high.  On the other there are many reasons retaining ownership might not make sense: there is a significant risk of obsolescence, and family members are living longer, younger family members are often ill equipped and ill trained to take over the business.  Nonetheless, there remains a significant draw to maintain…

Find out more »

December 2019

A Lender’s Perspective: State of the Market

December 18 @ 7:30 am - 9:00 am EST
Northern Virginia Chamber of Commerce, 7900 Westpark Drive #A550
Tysons, VA 22102 United States
+ Google Map
$35 – $45

Many transition paths available to business owners are dependent on debt financing.  Understanding how bank’s view deals, debt capacity, and cash flow is critical to assessing the viability of a transaction.  ESOP’s, recaps, partner buy-outs … they all require debt financing.

Find out more »

Family Succession Planning and the Emerging Generations: Research, Failures, and Tools to Improve

December 22 @ 7:30 am - 9:30 am EST
Northern Virginia Chamber of Commerce, 7900 Westpark Drive #A550
Tysons, VA 22102 United States
+ Google Map
$35 – $45

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 business planning models. In this session we offer general perspective on succession planning involving new family models and millennials, provide tools and tips for navigating the complexities, and go over specific legal solutions for the preliminary planning phases and final implementation…

Find out more »
+ Export Events