5th Annual New York City Owners Forum

GREATER NEW YORK CHAPTER EVENT

5th Annual New York City Owners Forum


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 Presenters:

Learn from industry experts, Mark Kravietz, Larry Siedlick, Peter Williams Jr., Adam Schoenberg, Jerry Weinstein, and Mitzi Perdue.

Meet the Presenters

About the Owners Forum:

The New York City Owners Forum is a morning 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.

This meeting will be held at Brasserie 8 ½.

Address: 9 West 57th Street, New York, NY 10019

EXIT PLANNING IS GOOD BUSINESS STRATEGY

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 www.EPINewYork.org.

About the Presenters


Mark Kravietz

Mark Kravietz

Managing Director and Partner of MK Wealth Management at HighTower

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Larry Siedlick

Larry Siedlick

Serial entrepreneur and founder of Sunrise Medical Laboratories

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Adam Schoenberg

Adam Schoenberg

Managing Partner, Detail Provisions Co. and Co-CEO / Founder, Hook & Albert

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 Peter Williams Jr.

Peter Williams Jr.

CEO, Eastern Wholesale Fence LLC

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Jerry Weinstein

Jerry Weinstein

Certified Business Mentor, Score NYC

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Mitzi Perdue

Mitzi Perdue

Speaker on Family Business and Organizer of the Global Anti-Human Trafficking Auction

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Thank You to Our 2019 Sponsors


Gold Sponsors

 

 

Silver Sponsors


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® hour (pending)