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


Long Island Chapter Awareness Event

Long Island Chapter Awareness Event

You are cordially invited to join us in an Exit Planning Awareness Event. The launch of the Long Island Chapter!

MAR 28, 2018

When to Sell My Long Island Business?

When to Sell My Long Island Business?

Teach business owners how to identify market signals which can help leverage opportunities and minimize risk.

May 31, 2018

 


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Local Leadership


 

President

President

Daniel Shaughnessy, CEPA
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

Ellis Ende, CPA
Raich Ende Malter & Co. LLP
P: (516) 228-9000 x 3206

Email Ellis

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

Jeff Mizrahi
MFG Partners LLC
P: (212) 317-3340

Email Jeff

Vice President

Vice President

John C. Tsunis, Esq.
Gold Coast Bank
P: (631) 233-8600

Email John

Vice President

Vice President

Gary Ranftle
MassMutual Long Island Metro
P:(516) 682-3372

Email Gary

Reinvent yourself in 2018 with exit planning.