Exit Planning Institute - Find a CEPA

MARK KRAVIETZ, CIMA, CFP, CEPA

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

Meet Mark Kravietz:

Mark Kravietz is the Managing Partner and Founder of ALINE Wealth. Mark offers financial solutions with a decidely human touch. He brings a consummate investment acumen to the full range of clients’ challenges, supplemented by considerable insight in exit strategy. His knowledge of financial, investment and exit planning has helped clients through difficult economic and market cycles. “I also help clients every step of the way in their success,” he says, “from building it to sharing it with their loves ones when that time comes.”

Mark holds the Certified Financial Planner (CFP®) designation, as well as the Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business. He specializes in exit planning and achieved the prestigious accreditation of Certified Exit Planning Advisor (CEPA®) from the University of Chicago’s Booth Business School. He is a founding member and President of the New York Chapter of the Exit Planning Institute (EPI). Mark has been recognized for efforts in exit planning – he was recieved EPI’s 2016 Leader of the Year award at the Exit Planning Institute’s International Conference and was honored in 2014 with the Excellence in Planning and Volunteer of the Year Award.

Mark was named among the top wealth advisors in New York State from 2019-2022 by Forbes Magazine. He was selected by the Long Island Business News (LIBN) as a 2021 Business and Finance Award winner. Mark was recoginzed by Dan’s Papers on the 2021 PowerList of the East End. He has been the subject of articles in a variety of publications and has made radio appearances. mark also has a podcast about how to successfully exit your business called, “Find Your Exit” and a video series called “Coffee with Krav.” He was a featured presenter at the 2021 PodFest Global Summit.

Mark has been on the National Investment Committee for the American Heart Association. He is a founding board member of the LI Alliance of Mergers & Acquistions Advisors (AM&AA), a member of the New York State Society of CPAs. Mark is a founding member of Registered Player Financial Advisors of the National Football Players Association (NFLPA).

In addition to being a loyal husband and father, Mark believes in giving back to the community. He is currently a board member for the Long Island American Heart Association and is a former member of the Board of Trustees for Portledge School, as well as a fundraiser for the National Breast and Prostate Cancer Research Association, Make-A-Wish Foundation, and the Ronald McDonald House.

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MARK KRAVIETZ, CIMA, CFP, CEPA

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

Meet Mark Kravietz:

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Phase 1 Stage 1: The Value Maturity Index - Identifying Value

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Securian Approved Content

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Merrill Approved Content

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The Value Acceleration Methodology

Download to utilize in your exit planning education or training with owners..

Whitepaper

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For a new CEPA, following the 120-day CEPA Playbook will be a critical piec..

Brochure

2022 Colorado State of Owner Readiness Quick Look Brochure

Review the most notable statistics and findings from the 2022 Colorado Stat..

PDF/Download

UBS Approved Content

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Download the 2022 Colorado State of Owner Readiness Report to see where Col..

PDF/Download

2023 National State of Owner Readiness Report

Download the 2023 National State of Owner Readiness Report to see where Uni..

Videos/Recordings

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Purpose Statement

MARK KRAVIETZ

MARK KRAVIETZ, CIMA, CFP, CEPA

Meet Mark Kravietz:

MARK KRAVIETZ, CIMA, CFP, CEPA

Meet Mark Kravietz:

MARK KRAVIETZ

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

Sample Personal Contingency Plan

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology

Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report

2024 Webinar Series

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5-4-3-2-1 Whitepaper

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CEPA: 2024 APR | Online

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Chapter Logos

Confidential Estate Planning Form

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Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

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Five Stages of Value Maturity Infographic

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Phase 1 Stage 1: The Value Maturity Index - Identifying Value

Sample Personal Contingency Plan

The Impact of Unplanned Consequences on Business Value Whitepaper

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