Is Now the Time to Sell my Long Island Business?
If Not, When?


Is Now the Time to Sell my Long Island Business? If Not, When?

A must-attend Private Business Advisory Program!

This month, EPI Long Island is pleased to introduce the industry expert and national speaker, Jeffrey Mortimer, Director of Investment Strategy at BNY Mellon Wealth Management, who will provide a detailed overview on his market timing tool and 30 years of research, to quantify if now is the time.


Learning Objectives:

  • Provide insights into the phases of a market cycle and discover where we currently stand today.
  • Provide business owners with a tool to enhance future decision making based on the interaction between the economy and financial markets.
  • Teach business owners how to identify market signals which can help leverage opportunities and minimize risk when considering to sell or continue to grow an existing business


Registration is free. Thank you to our sponsors:

BNY mellon wealth management plus Business owner advisory council logo

Note from the Business Owners Advisory Council of Long Island & EPI Long Island Chapter Leadership team:

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.

We are committed to providing a forum where our local community of professional advisors can collaborate to address the unique needs of the Long Island Owner; develop educational programs for business owners and their professional advisors that build awareness, maximize enterprise value, and prepare owners for the inevitable exit of their business; develop, encourage and foster the adoption of best practices and ethical standards for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of succession planning.

This meeting will be held at Hofstra University.


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

About the Presenter

Jeffrey Mortimer

Jeffrey Mortimer

BNY Mellon Director of Investment Strategy

Contact Jeffrey

Jeffrey Mortimer is the director of investment strategy for BNY Mellon Wealth Management. In this role, he leads a team that sets capital market expectations and is responsible for making
asset allocation recommendations.

Jeff has more than 25 years of experience in the financial services industry. Prior to joining the firm, Jeff worked for Charles Schwab for 13 years in increasingly senior positions, culminating with his appointment as the chief investment officer. He also worked for nearly 10 years in boutique firms in the Boston area, serving high net worth individuals and families.

Jeff is a national speaker on issues of investment strategy, the financial markets, and the economy. He has been featured in numerous media outlets, including Barron’s, Fortune, Bloomberg, and CNBC. Jeff also serves on the advisory board for the Stephen D. Cutler Center for Investments and Finance at Babson College.

Continuing Education

CEPAs receive 1 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: