Long Island

CHAPTER

The Long Island 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 Long Island 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 Long Island 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 local Long Island marketplace to succeed?

Download the 2018 Long Island Report

Upcoming Chapter Events


What the Heck is My Long Island Business Really Worth?

What the Heck is My Long Island Business Really Worth?

Get the answers you NEED from successful out of market subject matter experts!

Sep 27, 2018

Plan Your Estate to Avoid the Murder of Your Business

Plan Your Estate to Avoid the Murder of Your Business

Don't let unplanned events mean the end of the business by using estate planning strategies gathered from cases we handled.

Oct 11, 2018

Financial Statements 101: Lessen Tax & Maximize Valuation

Financial Statements 101: Lessen Tax & Maximize Valuation

Understanding financial statements can be the key to minimizing tax and maximizing value.

Nov 28, 2018

Appreciation Celebration | Happy Holidays!

Appreciation Celebration | Happy Holidays!

We hope you can join us for an evening of networking at BNY Mellon for the Long Island chapter’s EPI Appreciation Celebration.

Dec 12, 2018

 


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Local Leadership


 

President

President

Daniel Shaughnessy, CEPA CMAA
BNY Mellon Wealth Management
P: (917) 574-3940

Email Daniel

Vice President

Vice President

Patricia Galteri
Meyer Suozzi
P: (516) 741-6565

Email Patricia

Vice President

Vice President

Manuel London, PhD
Stony Brook University
P: (631) 632-7159

Email Manuel

Vice President

Vice President

Rick Chiorando
Austin & Williams
P: (631) 231-6600 x 180

Email Rick

Vice President

Vice President

Gregg Schorr
Protegrity M&A Advisors
P: (631) 619-6745

Email Gregg

Vice President

Vice President

Joe Milizio, Esq.
Vishnick McGovern Milizio LLP
P: (516) 437-4385 x 108

Email Joe

Vice President

Vice President

Paul Strohmenger, CPA
Nettle Bay Partners
P: (516) 761-5277

Email Paul

Vice President

Vice President

Mark S. Warshavsky
Gettry Marcus CPA, P.C.
P: (516) 364-3390 ext. 121

Email Mark

Vice President

Vice President

Jack Pellman
Dr. Leonardo Interactive Webservices
P: (516) 586-1300

Email Jack