The Greater New York Chapter of the Exit Planning Institute is a group of local advisors dedicated to helping business owners achieve their goals.
Chapter Purpose: The purpose of the EPI Greater New York City 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.
Chapter News and Media
The Manhattan Owners Forum was an incredible event for owners and advisors. Thank you to our Owners Forum Committee: Chair Lawrence Bogar, Taylor Gray, Natalie Elisha, Howard Berkower, and Mark Kravietz.
Stay in tune with the chapter accomplishments and major events!
Greater New York City
first vice president
CEPA, CM&AA, CPA
Strategic Equity Advisors
Post Capital Partners, LLC
Phone: 212.888.2700 x206