Greater New York
CHAPTER
The Greater New York 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 Greater New York 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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2021 New York State of Owner Readiness™
We are excited to release a new regional State of Owner Readiness Report for the first time since 2019! We recently conducted research on business owners in the greater New York region to measure their readiness and attractiveness in terms of exiting their business.
Upcoming Chapter Events
From Basement to Boardroom
Rob Basso will share his inspiring story from a small start-up to growing an enterprise fueled by acquisitions, to the eventual sale of his businesses.
Explore Video Library
Watch recent Greater New York Chapter event videos.
“It’s a Great Time to be a Seller” with Kyle Madden at the 2016 NYC Owners Forum
Exploring the major takeaways from the New York City Owners Forum.
Reviewing the highlights of the 2019 New York City Owners Forum
“I would do it differently” with Adam Schoenberg
Go through the hiring checklist with Larry Siedlick
Gain valuable insights from Dr. Richard Orlando on the Founder’s Journey (pre- and post-sale).
“What If You Were Their Role Model?” with Dr. Richard Orlando
Understanding the Three Legs of the Stool with EPI Greater New York chapter President, Mark Kravietz
“He Put His Employees First” with Mitzi Perdue
Listen to a captivating PE-centric fireside chat with Pamela Hendrickson and Dina Dwyer-Owens.
“Confessions of a Business Owner and her Private Equity Partner” -NYC Owners Forum
Glean insights from Larry Siedlick about why “Leaders Need to Be Actors”
“Your Leverage After a Sale” with Adam Schoenberg
“We’re all going to have obstacles and problems along the way”
Join Chapter Email List
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new articles, exclusive whitepapers, market research, and training programs.
Local Leadership
Vice President
Christopher P.H. Cheang
Post Capital Partners, LLC
P: (212) 888-2700 x206
Vice President
Lawrence K. Bogar, AEP, AWMA, ChFC, AAMS, LUTCF
Bogar LK Financial, LLC
P: (973) 783-0758
