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.

Download the Full ReportDownload the Quick Look

Upcoming Chapter Events


2023 Macroeconomic View

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.

JAN 24, 2023

 


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”


 

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Local Leadership


 

President

President

Mark Kravietz, CFP, CIMA, CEPA
MK Wealth Management
P: (631) 760-7636

Email Mark

Vice President

Vice President

David Broderick
McCarter & English, LLP
P: (973) 639-2031

Email David

Vice President

Vice President

Christopher P.H. Cheang
Post Capital Partners, LLC
P: (212) 888-2700 x206

Email Christopher

Vice President

Vice President

Muriel Cheng, CPA
Friedman LLP
P: (212) 842-7615

Email Muriel

Vice President

Vice President

Steve Dowe
Webster Bank
P: (212) 806-4503

Email Steve

Vice President

Vice President

Gabe Lengua, CPA
PKF O'Connor Davies, LLP
P: (212) 286-2600

Email Gabe

Vice President

Vice President

Lawrence K. Bogar, AEP, AWMA, ChFC, AAMS, LUTCF
Bogar LK Financial, LLC
P: (973) 783-0758

Email Lawrence

Vice President

Vice President

Scott Yoder, CEPA, CM&AA, CPA
Strategic Equity Advisors
P: (862) 881-4735

Email Scott