The Capital Region Chapter of the Exit Planning Institute is a group of local advisors dedicated to helping business owners achieve their goals.

 
 

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.

 

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Leadership Team

Capital Region

President

Dan Doran

CEPA, CVA


 Quantive Business Valuations
Phone: 202.734.6490

Email Dan

Vice-President

Ben Rodgers

CEPA, J.D.


BNY Mellon Wealth Management
Phone: 202.624.7933

Email Ben