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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2018 New York State of Owner Readiness

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 is the Greater New York City marketplace to succeed?

Take the 2018 Greater NYC Survey

Upcoming Chapter Events


How the New Tax Cuts Affect You & Your Clients

How the New Tax Cuts Affect You & Your Clients

The Tax Cuts and Jobs Act is the most significant overhaul of US tax policy since 1986.

APR 24, 2018

Save-the-Date: Details Coming Soon

Save-the-Date: Details Coming Soon

Make plans to join the New York chapter event being held during the month of July. Details to follow.

JULY 2018

 


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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

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

Email Scott

Vice President

Vice President

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

Email Christopher

Vice President

Vice President

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

Email David

Vice President

Vice President

Brian M. Moloney
Silvergrove Advisors, LLC
P: (212) 878-8858

Email Brian

Reinvent yourself in 2018 with exit planning.