EPI Greater New York 9th Annual
Business Owners Forum


EPI Greater New York 9th Annual Business Owners Forum

The Business Owners Forum provides both advisors and owners with a look at the future of exit planning. Discover why proper exit planning is important for not only your future success, but the success of your business as well.

This event helps to connect the dots, showcase your firm as the go-to in the market, and helps foster a collaborative environment for owners to get the information they need to trigger action in their businesses.

Attendees will hear expert sessions from two keynote speakers and an award-winning producer.

Learning Objectives:

  • Discuss the future of exit planning from the advisor and owner perspective
  • Understand the importance of incorporating experiences, people, and innovation into your practice
  • Highlight how your firm can flourish with the addition of a collaborative exit planning team.

About the Presenters:

Learn from industry experts Dr. Fred Johnson, Chief Executive Officer and Founder of InitiativeOne, Wendy Federman, thirteen-time Tony Award winner, Tom Jaklitsch, Co-founder and CTO of Order, and Mark Kravietz, Managing Partner, Founder and President of the EPI Greater New York Chapter, as moderator.

Meet the Presenters

Thank you to our Gold Sponsors!

Thank you to our Silver Sponsors!


This meeting will be held at The Harvard Club.

Address: 35 West 44th Street, New York, NY, 10036.


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

Dr. Fred Johnson

Dr. Fred Johnson

Chief Executive Officer and Founder of InitiativeOne

Meet Fred

Wendy Federman

Wendy Federman

Thirteen-time Tony Award Winner

Meet Wendy

Tom Jaklitsch

Tom Jaklitsch

Co-Founder and CTO of Order

Meet Tom

Mark Kravietz, CIMA, CFP, CEPA

Mark Kravietz, CIMA, CFP, CEPA

Managing Partner, Founder and President of the EPI Greater New York Chapter

Meet Mark