Long Island Chapter Awareness Event

LONG ISLAND CHAPTER EVENT

Long Island Chapter Awareness Event


You are cordially invited to join us in an Exit Planning Awareness Event. Within the next 20 years, in excess of 90 million people in the United States and Canada will be retiring (the baby boomer generation born between 1946 and 1964). It is estimated that one of every two privately held businesses will transition during this period, representing in excess of $10 trillion in wealth, the largest wealth transfer in the history of mankind.

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.

AGENDA:

9:00 am Registration & Breakfast

9:30 am Welcome – Daniel C. Shaughnessy, CEPA, President of the Long Island Chapter

9:45 am Keynote Speaker – Christopher SniderCEPA, President & CEO of Exit Planning Institute, discusses the State of Owner Readiness study results and the market opportunity for professionals to assist their clients in exit planning.

10:30 am Chapter Development and State of Owner Readiness – Daniel C. Shaughnessy, CEPA, Dr. Gerrit Wolf Dr. Richard Chan

11:00 am Conclusion

 

CHAPTER STEERING COMITTEE:

Daniel C. Shaughnessy, CEPA, Senior Director
BNY Mellon Wealth Management

Patricia Galteri, Managing Partner
Meyer Suozzi

Manuel London, Ph.D., Dean
Stony Brook University School of Business

Ellis Ende, CPA, Managing Partner
Raich Ende Malter & Co. LLP

Rick Chiorando, CEO
Austin & Williams

Gregg Schor, CEO
Protegrity M&A Advisors

Joe Milizio, Esq., Managing Partner
Vishnick McGovern Milizio LLP

Paul Strohmenger, CPA, Managing Partner
Nettle Bay Partners

Jeff Mizrahi, Managing Partner
MFG Partners LLC

John C. Tsunis, Esq., Chairman & CEO
Gold Coast Bank

Gary Ranftle, Managing Partner
MassMutual Long Island Metro

 

 

 

 

Thank you to our sponsoring firms:

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPILongIsland.org.

Christopher Snider, CEPA

Christopher Snider, CEPA

CEO, Exit Planning Institute

Contact Chris

Meet Chris Snider: Recognized as a finalist for the 2015 Middle-Market Thought Leader of the Year Award by the AM&AA (Alliance of Mergers & Acquisition Advisors), Chris’ pioneering work in the field of value acceleration and succession planning has established him as a trendsetter in the industry, sought-after speaker, content provider, and educator across the globe. Early in Mr. Snider’s career, he acted as a system integrator, supply chain manager, and mergers and acquisitions specialist for public companies such as The Sherwin Williams Company, Price Waterhouse, FedEx Logistics, Nike, Dell Computer, Hewlett Packard, Freightliner, and many others. A game-changing milestone in his career came when he began working with a middle market family owned business which he helped grow from $90 million to $265 million in three years resulting in the sale to a large multi-national strategic buyer. Since leaving the corporate world, Chris has established a private consulting practice to advise business owners and their families on transition strategy and value acceleration and introduced the Value Acceleration Methodology™ to the industry. He also established Snider Premier Growth, a small family office with his son, which today has ownership stakes in eight businesses including the Exit Planning Institute.

Connect with the Presenter:  Email: CSnider@Exit-Planning-Institute.org  |  Phone: (216) 712–4244 | Connect with Chris

Continuing Education


CEPAs receive 0 CE credit

CPAs receive 0 CPE credit

*Proper documentation must be collected and submitted to qualify for continuing education.

cpe-logo-png-full-colorThe Exit Planning Institute (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at: www.learningmarketing.org.