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


The Ins and Outs of ESOPs

The Ins and Outs of ESOPs

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. Attend this session to learn from an ESOP expert.

AUG 21, 2019

Cashed Out Owners: Entrepreneurs That Have “Been There, Done

Cashed Out Owners: Entrepreneurs That Have “Been There, Done

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.

SEP 18, 2019

 


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

Email Ben