Changing the Outcome for Middle Market Business Owners in Greater New York

Your aspirations and hard work have carried you far in life and have contributed greatly in your creation of considerable wealth, which for the time being is concentrated in your business. There will come a time when that ownership will transfer – and whether it be on your terms or the terms of others is really up to you.

Just as your aspirations have guided you in the creation and evolution of your business – why not also aspire to create additional value and ultimately exit your business in the best possible fashion?

  • The very process of preparing a business for sale can, in fact, become a value enhancement exercise as you may well determine that the appropriate outcome is to keep your business and pursue an Advanced Value Creation strategy.
  • The ultimate proceeds from your exit will be well planned for and handled through the development of a synergistic personal financial plan.
  • You can become one of the relatively few (roughly one fourth) of business owners who a year after their liquidity event confidently feel that they have achieved a successful capstone to their career.

About the Owners Forum:

The New York City Owners Forum is a half-day educational event for business owners and their key partners to hear from star-studded keynote speakers in the fields of business strategy, exit planning, succession planning, and marketplace trends.

This event attracts 100+ entrepreneurs and established owners every year to learn and grow their understanding of how to create an attractive and ready business so that you can exit when you want and on your own terms. Explore the video library to experience the expertise from past events.


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 Greater New York City marketplace to succeed?

Take the 2018 Greater NYC Survey

Keynote Speakers

In particular, we believe you will be inspired by the passion, knowledge, and excellence of three speakers – all of whom are internationally recognized thought leaders in the fields of exit planning, succession planning, and business strategy.

Bo Burlingham

Bo Burlingham

Editor-at-Large of Inc. Magazine, Author of five bestselling books including "Finish Big: How Great Entrepreneurs Exit Their Companies on Top"

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Chris Johnson

Chris Johnson

CEO/Founder of On Target Living (a global health and performance company), Author of "CAPACITY"

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Brad Szollose

Brad Szollose

Author of the international bestseller "Liquid Leadership: From Woodstock to Wikipedia"

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Thank You to Our 2018 Sponsors

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Experience Best Industry Content

Watch past Owners Forum Keynotes and transformational presentations.

“It’s a Great Time to be a Seller” with Kyle Madden at the 2016 NYC Owners Forum


Exploring the major takeaways from the New York City Owners Forum.

Gain valuable insights from Dr. Richard Orlando on the Founder’s Journey (pre- and post-sale).


“What If You Were Their Role Model?” with Dr. Richard Orlando

Listen to a captivating PE-centric fireside chat with Pamela Hendrickson and Dina Dwyer-Owens.


“Confessions of a Business Owner and her Private Equity Partner” -NYC Owners Forum



For Advisors

Interested in attending the Owners Forum?

The Owners Forum is a private event and does not accommodate open registration for advisors. However, you and one of your business owner clients can join in this experience.  As the purpose of this event is to educate and empower local business owners, you must bring a client in order to attend.  We do limit the number of chapter members that can attend this event, but if you are interested, please contact Josh Koza at (216)712-4244 or email JKoza@Exit-Planning-Institute.org. We look forward to assisting you.