Capital Region

CHAPTER

The Capital Region Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for middle market owners looking to grow, transition, or exit their businesses.


 

Chapter Purpose: The purpose of the EPI Capital Region Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business; develop, encourage and foster the adoption of best practices for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of exit planning.

 

Attend an Event Meet the Leaders Join Email List

National State of Owner Readiness Report

Recent studies show that 66% of the current American business market is owned by Baby Boomers, who are set to transition over the next zero to ten years. Statistics also show that only 20% – 30% of businesses that go to market actually sell; leaving up to 80% of those without solid options to harvest their wealth and ensure economic continuity into the next generation. An owner who is “ready” with an attractive business greatly increases the odds that the business will survive a transition of hands. The question is, how ready are business owners?

Download the National Report

Upcoming Chapter Events


Search Funds: Right Kind of Capital in Right Situation

Search Funds: Right Kind of Capital in Right Situation

Our panel will discuss Search Funds and how they assist business owners in growing their business.

MAY 16, 2018

Pre-Sale Planning and Wealth Management

Pre-Sale Planning and Wealth Management

A truly efficient sale incorporates tax planning that can result in significant savings that may be lost once the deal is closed.

JUN 21, 2018

Are You Buy-Ready? (Instead of a Sell-Ready)

Are You Buy-Ready? (Instead of a Sell-Ready)

A growing company, even if by acquisition, is often more attractive in the marketplace.

JUL 18, 2018

 


Join Chapter Email List


EPI provides leading advisors the best content in the exit and
succession planning industry. Submit your contact information
to receive local chapter communications as well as industry trends,
new articles, exclusive whitepapers, market research, and training programs.

Subscribe to Email List

 

 

Local Leadership


 

President

President

Dan Doran CEPA, CVA
Quantive Business Valuations
P: (202) 734-6490

Email Dan

Vice President

Vice President

Ben Rodgers, CEPA, J.D.
BNY Mellon Wealth Management
P: (202) 624-7933

Email Ben