Long Island

CHAPTER

The Long Island Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for middle market owners looking to grow, transition, or exit their businesses.


 

Chapter Purpose: 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.

 

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2018 Long Island State of Owner Readiness

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 local Long Island marketplace to succeed?

Download the 2018 Long Island Report

Upcoming Chapter Events


Collaboration Celebration

Collaboration Celebration

Meeting date to be determined. Join the Long Island chapter for a cocktail reception at Blackstone, in Melville, Long Island as a welcome back from summer and to kick off the year-end.

Forum

Forum

Meeting date to be determined. There's no better teacher than experience, you can learn from a lineup of CEOs who will shed new light on the current owner mindset. #CEOForum

CFO M&A Conference

CFO M&A Conference

Meeting date to be determined. Your CEO trusts you to help them make sound business decisions. When the time comes to talk transition, be ready to guide the business toward success.

Private Business Advisory Program

Private Business Advisory Program

Meeting date to be determined. The year is coming to an end, but your focus on strategy is ramping up. At this program, you will learn from a surprise out of market expert sharing key business advice.

2019 Owner of the Year Awards

2019 Owner of the Year Awards

Meeting date to be determined. One respected owner and one respected advisor who emulate the characteristics required to "set the bar" will be selected and awarded the opportunity to support their preferred nonprofit organization.

BOAC: Private Peer-Learning Experience

BOAC: Private Peer-Learning Experience

Solve a problem, identify a market opportunity, gain capital investment, and streamline expert advise. Request your private mastermind peer-group session #BOAC

Learn More

 


Explore Content


Listen to recent Long Island Chapter radio interview.

Listen to EPI Long Island Chapter President, Daniel Shaughnessy, discuss the State of Owner Readiness.


 

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EPI provides leading advisors the best content in the exit and
succession planning industry. Submit your contact information
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new articles, exclusive whitepapers, market research, and training programs.

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Local Leadership


 

President

President

Daniel Shaughnessy, CEPA CMAA
BNY Mellon Wealth Management
P: (917) 574-3940

Email Daniel

Vice President

Vice President

Richard Chan, PhD
Stony Brook University
P: (631) 632-5308

Email Richard

Vice President

Vice President

Paul J. Echausse
Ryefield Advisors, LLC
P: (516) 589-1363

Email Paul

Vice President

Vice President

Patricia Galteri
Meyer Suozzi
P: (516) 741-6565

Email Patricia

Vice President

Vice President

Joe Milizio, Esq.
Vishnick McGovern Milizio LLP
P: (516) 437-4385 x 108

Email Joe

Vice President

Vice President

Christopher Montalbano
MIDI Medical Product Development
P: (631) 467-8686 x 201

Email Christopher

Vice President

Vice President

Ron B. Noreman
Kamler, Lewis & Noreman LLP
P: (516) 829-0900

Email Ron

Vice President

Vice President

Frank Olivieri, MBA
ADM Group
P: (917) 825-7172

Email Frank

Vice President

Vice President

Jack Pellman
Dr. Leonardo Interactive Webservices
P: (516) 586-1300

Email Jack

Vice President

Vice President

Andrea Perlmutter
Forest Hills Financial Group
P: (212) 687-8901

Email Andrea

Vice President

Vice President

Joe Spinosa
East/West Industries, Inc.
P: (631) 981-5900

Email Joe

Vice President

Vice President

Paul Strohmenger, CPA
Nettle Bay Partners
P: (516) 761-5277

Email Paul

Vice President

Vice President

Thomas P. Terry, CPA
Markowitz, Fenelon & Bank, LLP
P: (631) 537-2300

Email Thomas

Vice President

Vice President

Mark S. Warshavsky
Gettry Marcus CPA, P.C.
P: (516) 364-3390 ext. 121

Email Mark