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.
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?
Meeting date to be determined. Join the Long Island chapter for a cocktail reception at Blackstone, in Melville, Long Island as a welcome back from summer and to kick off the year-end.
Meeting date to be determined. There's no better teacher than experience, you can learn from a lineup of CEOs who will shed new light on the current owner mindset. #CEOForum
Meeting date to be determined. Your CEO trusts you to help them make sound business decisions. When the time comes to talk transition, be ready to guide the business toward success.
Meeting date to be determined. The year is coming to an end, but your focus on strategy is ramping up. At this program, you will learn from a surprise out of market expert sharing key business advice.
Meeting date to be determined. One respected owner and one respected advisor who emulate the characteristics required to "set the bar" will be selected and awarded the opportunity to support their preferred nonprofit organization.
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