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.
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?
Our panel of leading ESOP specialist from various disciplines will discuss how ESOPs work, the types of companies that should consider ESOPs, and the trade offs of an ESOP versus more traditional exit channels.
“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.
Reviewing the highlights of the 2019 New York City Owners Forum
“I would do it differently” with Adam Schoenberg
Go through the hiring checklist with Larry Siedlick
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
Understanding the Three Legs of the Stool with EPI Greater New York chapter President, Mark Kravietz
“He Put His Employees First” with Mitzi Perdue
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
Glean insights from Larry Siedlick about why “Leaders Need to Be Actors”
“Your Leverage After a Sale” with Adam Schoenberg
“We’re all going to have obstacles and problems along the way”
EPI provides leading advisors the best content in the exit and
succession planning industry. Submit your contact information
to receive local chapter communications as well as industry trends,
new articles, exclusive whitepapers, market research, and training programs.