The Greater New York Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for business owners looking to grow, transition, or exit their businesses.

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Chapter Purpose: The purpose of the EPI Greater New York 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.


Exit Planning Case Study Session 3: Investigating Exit Options
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In Person

Exit Planning Case Study Session 3: Investigating Exit Options

April 23, 2024


EPI provides leading advisors the best content in the exit and
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new articles, exclusive whitepapers, market research, and training programs.


2021 New York State of Owner Readiness

We are excited to release a new regional State of Owner Readiness Report for the first time since 2019! We recently conducted research on business owners in the greater New York region to measure their readiness and attractiveness in terms of exiting their business.


Decentralizing the Business Owner
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Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on the owner?

Five Stages of Value Maturity Infographic
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Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

Explore Video Library

Watch recent Greater New York Chapter event videos.

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

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

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

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

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

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

Reviewing the highlights of the 2019 New York City Owners Forum

Understanding the Three Legs of the Stool with EPI Greater New York chapter President, Mark Kravietz

Glean insights from Larry Siedlick about why “Leaders Need to Be Actors”

“I would do it differently” with Adam Schoenberg

“He Put His Employees First” with Mitzi Perdue

“Your Leverage After a Sale” with Adam Schoenberg

Go through the hiring checklist with Larry Siedlick

“We’re all going to have obstacles and problems along the way”


Learn more about becoming a Certified Exit Planning Advisor (CEPA).