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.
Attend an Event Meet the Leaders Join Email List Watch Videos
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
2023 Macroeconomic View
In this session, we will deep dive into different global economic scenarios. We will look at things like a recession and the changing political landscape, and how that will affect the markets.
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
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.
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
