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The Ritz-Carlton, Tyson’s Corner

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1700 Tysons Boulevard
McLean, VA 22102 United States
+17035064300 http://www.ritzcarlton.com/en/hotels/washington-dc/tysons-corner

January 2017

(EPI Chapter) New Year, New Admin: M&A, Valuations, and Owner Exits

January 25, 2017 @ 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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EPI Chapter Monthly Meeting: You are cordially invited to join us and our special guests Jeff Mortimer, Director of Investment Strategy at BNY Mellon, and Chris Cathcard, partner with private equity firm Halifax Group, for our January monthly meeting. We'll be doing a roundtable type discussion discussion the impact of the new administration on the economy and how it impacts the deal environment.   Speaker Bio: Chris Cathcart Chris Cathcart is a Partner and currently serves on the Management and…

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February 2017

Buy-Sell Pitfalls, Traps and More (EPI Chapter)

February 22, 2017 @ 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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EPI Chapter Monthly Meeting: You are cordially invited to join us and our special guests corporate attorneys Kathleen Kelley, Member, Protorae Law, and Gosia Bochenek, Partner, Cochran Allan, discuss the importance of a well-drafted buy-sell agreement and the role these agreements play in maximizing the value of your business. Buy-sell agreements are often overlooked, both at the formation of a new business and throughout its lifecycle. Ben Rodgers will moderate the discussion on how various elements of the buy-sell agreement (representations…

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March 2017

Maximizing After-Tax Proceeds: How to Save Taxes in Your Exit (EPI Chapter)

March 22, 2017 @ 7:30 am - 9:30 am EDT
The Ritz-Carlton, Tyson’s Corner, 1700 Tysons Boulevard
McLean, VA 22102 United States
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EPI Chapter Monthly Meeting: You are cordially invited to join us as we discuss how to save on tax expenses related to the sale of a business. We're joined by guests Meryl Kinard, Associate Wealth Strategist from U.S. Trust and Marty Babitz, Senior Wealth Strategist from BNY Mellon Wealth Management. This month we will meet in the Plaza room at the Ritz-Carlton.

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April 2017

Exit Options Analysis (EPI Chapter)

April 19, 2017 @ 7:30 am - 9:30 am EDT
The Ritz-Carlton, Tyson’s Corner, 1700 Tysons Boulevard
McLean, VA 22102 United States
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EPI Chapter Monthly Meeting- Most owners are not familiar with the full range of available exit options – or the different economics that result from each. While we tend to think of an M&A exit first, there are a range of options to transition ownership, control and/or management of a company. Whether it be through a sale to the management team, a family member, a strategic or financial buyer, an ESOP or a combination of several of these methods, it…

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June 2017

How to Get More Transactions Financed (EPI Chapter)

June 21, 2017 @ 7:30 am - 9:30 am EDT
The Ritz-Carlton, Tyson’s Corner, 1700 Tysons Boulevard
McLean, VA 22102 United States
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EPI Chapter Monthly Meeting- Come join us as Mark Moore, the President of Access National Bank, leads a panel discussion with Adam Nalls from Access National Bank and Bruno de Faria from M&T Bank. Our Panelists will discuss: Current Market Conditions and Trends for Bank Financings of Lower / Middle Market M&A Transactions Steps a company can take prior to going to market to ensure optimal results What bank lenders are looking for in order to approve a loan as…

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July 2017

Got an LOI! … Now What? (EPI Chapter)

July 21, 2017 @ 7:30 am - 9:00 am EDT
The Ritz-Carlton, Tyson’s Corner, 1700 Tysons Boulevard
McLean, VA 22102 United States
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EPI Chapter Monthly Meeting- Join us for a deep dive into this critical document that initially outlines the proposed sale of a business. You will learn the new trends in the market. What are the required “must haves” and “maybes” deal points for this important document. Learn what the binding and non-binding points are. Discover how these deal points can influence success or shortfall during the due diligence process and final Purchase Agreement. Lastly, understand the need for experienced M&A…

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October 2017

Diligence – Avoiding Re-pricing and Tanked Deals (EPI Chapter)

October 18, 2017 @ 7:30 am - 9:00 am EDT
The Ritz-Carlton, Tyson’s Corner, 1700 Tysons Boulevard
McLean, VA 22102 United States
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EPI Chapter Monthly Meeting- If the LOI is where a deal is born, diligence can be wear it dies an early death. In the worst cases, poor diligence sets the acquirer up for significant heartache post closing. With that in mind, what can we do to ensure that sellers are ready, buyers are efficient, and deals go smoothly through closing and beyond? Key Topics Diligence Best Practices Diligence Traps Pre-Diligence Critical GovCon Focus Areas Timing Issues Balancing Disclosures vs. Surety…

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November 2017

Avoiding Common Post-Closing Mistakes (EPI Chapter)

November 16, 2017 @ 7:30 am - 9:00 am EST
The Ritz-Carlton, Tyson’s Corner, 1700 Tysons Boulevard
McLean, VA 22102 United States
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EPI Chapter Monthly Meeting- Most Deals Fail in Integration, Let's Change the Dynamic Deal 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…

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December 2017

Real Exit Stories from Business Owners: Success and Shortfall (EPI Chapter)

December 13, 2017 @ 7:30 am - 9:00 am EST
The Ritz-Carlton, Tyson’s Corner, 1700 Tysons Boulevard
McLean, VA 22102 United States
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EPI Chapter Monthly Meeting- Join us to hear real stories from business owners who made the decision to exit their business. This is your opportunity to learn what goes through the mind of an owner when exiting their business and what the compelling drivers are. Hear what they did right! What mistakes they made! What they might of done different! It will be an interesting hour that could change your owner paradigm. Learning Objectives: Why and how do business owners…

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January 2018

New Year, New Economy, New Crystal Ball (EPI Chapter)

January 17, 2018 @ 7:30 am - 9:00 am EST
The Ritz-Carlton, Tyson’s Corner, 1700 Tysons Boulevard
McLean, VA 22102 United States
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New Year, New Economy, New Crystal Ball: Now What? 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. When…

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February 2018

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

February 21, 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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Please join an esteemed panel as we discuss how the Tax Cuts and Jobs Act will impact business owners and their advisors. 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? Our Panelists: Robert B. Canter is a seasoned commercial tax lawyer who chairs the Tax Department at the law firm of…

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March 2018

Golden Handcuffs: How to compensate and retain key employees

March 21, 2018 @ 7:30 am - 9:30 am EDT
The Ritz-Carlton, Tyson’s Corner, 1700 Tysons Boulevard
McLean, VA 22102 United States
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Increasingly the value of companies is driven not my machinery and equipment, but by an assembled workforce of knowledge workers and management. Once upon a time it was easy to ensure value conveyed in a transaction: make sure the trucks, machines, and widgets were present at closing! But in today's world where value is vested in the workforce- and non-competes are increasingly difficult to enforce - how can we ensure value conveys in a transaction? Enter the Golden Handcuffs. Our…

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April 2018

Golden Handcuffs: How to compensate and retain key employees

April 18, 2018 @ 7:30 am - 9:30 am EDT
The Ritz-Carlton, Tyson’s Corner, 1700 Tysons Boulevard
McLean, VA 22102 United States
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Increasingly the value of companies is driven not my machinery and equipment, but by an assembled workforce of knowledge workers and management. Once upon a time it was easy to ensure value conveyed in a transaction: make sure the trucks, machines, and widgets were present at closing! But in today's world where value is vested in the workforce- and non-competes are increasingly difficult to enforce - how can we ensure value conveys in a transaction? Enter the Golden Handcuffs. Our…

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May 2018

Search Funds – The Right Kind of Capital (for the “right” situation) (EPI Chapter)

May 16, 2018 @ 7:30 am - 9:30 am EDT
The Ritz-Carlton, Tyson’s Corner, 1700 Tysons Boulevard
McLean, VA 22102 United States
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If you work with clients in the lower middle market that are considering an exit, you're going to want to come to this session. What's a Search Fund? Basically a funded investment vehicle for an entrepreneur to locate, acquire, and operate a single company. Because of the emphasis on the entrepreneur stepping in to take over the reigns, Search Funds are potentially an interesting option for owners that want a more immediate exit. We'll be joined by a few "Search Funders" that have raised…

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June 2018

Pre-Sale Planning and Wealth Management (EPI Chapter)

June 21, 2018 @ 7:30 am - 9:30 am EDT
The Ritz-Carlton, Tyson’s Corner, 1700 Tysons Boulevard
McLean, VA 22102 United States
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When business owners are selling their company, closing the deal is often all they think about. Owners may feel that taking steps in anticipation of a sale is like “putting the cart before the horse.” Not so! A truly efficient sale incorporates tax planning opportunities that can result in significant income, gift, and estate tax savings that may be lost once the deal is closed. Effective pre-sale planning can have a significant positive impact on the outcome. When contemplating the…

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July 2018

Being a Buyer: Instead of Being Sell-Ready, Are You Buy-Ready? (EPI Chapter)

July 18, 2018 @ 7:30 am - 9:30 am EDT
The Ritz-Carlton, Tyson’s Corner, 1700 Tysons Boulevard
McLean, VA 22102 United States
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Creating more value in a company may be possible through partnering, acquisitions and mergers. A growing company, even if by acquisition, is often more attractive to private equity and larger strategic buyers. Come learn some of the practical considerations to being a buyer, where to get capital to be a buyer and what your company will need to be prepared to be a buyer. Partnering with sophisticated capital sources can accelerate enterprise value and increase the “size of the pie”…

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September 2018

Pre-Sale Planning and Wealth Management

September 28, 2018 @ 7:30 am - 9:30 am EDT
The Ritz-Carlton, Tyson’s Corner, 1700 Tysons Boulevard
McLean, VA 22102 United States
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When business owners are selling their company, closing the deal is often all they think about. Owners may feel that taking steps in anticipation of a sale is like “putting the cart before the horse.” Not so! A truly efficient sale incorporates tax planning opportunities that can result in significant income, gift, and estate tax savings that may be lost once the deal is closed. Effective pre-sale planning can have a significant positive impact on the outcome. When contemplating the…

Find out more »

October 2018

Search Funds – The Right Kind of Capital (for the “right” situation)

October 10, 2018 @ 7:30 am - 9:30 am EDT
The Ritz-Carlton, Tyson’s Corner, 1700 Tysons Boulevard
McLean, VA 22102 United States
+ Google Map

If you work with clients in the lower middle market that are considering an exit, you're going to want to come to this session. What's a Search Fund? Basically a funded investment vehicle for an entrepreneur to locate, acquire, and operate a single company. Because of the emphasis on the entrepreneur stepping in to take over the reigns, Search Funds are potentially an interesting option for owners that want a more immediate exit. We'll be joined by a few "Search Funders" that have raised…

Find out more »

Exit Planning Bootcamp

October 11, 2018 @ 8:00 am - 1:00 pm EDT
The Ritz-Carlton, Tyson’s Corner, 1700 Tysons Boulevard
McLean, VA 22102 United States
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$99

Intro Text

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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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