You are cordially invited to join us in an Exit Planning Awareness Event. Within the next 20 years, in excess of 90 million people in the United States and Canada will be retiring (the baby boomer generation born between 1946 and 1964). It is estimated that one of every two privately held businesses will transition during this period, representing in excess of $10 trillion in wealth, the largest wealth transfer in the history of mankind.
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.
9:00 am Registration & Breakfast
9:30 am Welcome – Daniel C. Shaughnessy, CEPA, President of the Long Island Chapter
9:45 am Keynote Speaker – Christopher Snider, CEPA, President & CEO of Exit Planning Institute, discusses the State of Owner Readiness study results and the market opportunity for professionals to assist their clients in exit planning.
10:30 am Chapter Development and State of Owner Readiness – Daniel C. Shaughnessy, CEPA, Dr. Gerrit Wolf & Dr. Richard Chan
11:00 am Conclusion
Recognized as a finalist for the 2015 Middle-Market Thought Leader of the Year Award by the AM&AA (Alliance of Mergers & Acquisition Advisors), Chris’ pioneering work in the field of value acceleration and succession planning has established him as a trendsetter in the industry, sought after speaker, content provider, and educator across the globe. Early in Mr. Snider’s career, he acted as a system integrator, supply chain manager, and mergers and acquisitions specialist for public companies such as The Sherwin Williams Company, Price Waterhouse, FedEx Logistics, Nike, Dell Computer, Hewlett Packard, Freightliner, and many others. A game-changing milestone in his career came when he began working with a middle market family owned business which he helped grow from $90 million to $265 million in three years resulting in the sale to a large multi-national strategic buyer. Since leaving the corporate world, Chris has established a private consulting practice to advise business owners and their families on transition strategy and value acceleration and introduced the Value Acceleration Methodology™ to the industry. He also established Snider Premier Growth, a small family office with his son, which today has ownership stakes in eight businesses including the Exit Planning Institute.
Daniel C. Shaughnessy, CEPA, Senior Director
BNY Mellon Wealth Management
Patricia Galteri, Managing Partner
Manuel London, Ph.D., Dean
Stony Brook University School of Business
Ellis Ende, CPA, Managing Partner
Raich Ende Malter & Co. LLP
Rick Chiorando, CEO
Austin & Williams
Gregg Schor, CEO
Protegrity M&A Advisors
Joe Milizio, Esq., Managing Partner
Vishnick McGovern Milizio LLP
Paul Strohmenger, CPA, Managing Partner
Nettle Bay Partners
Jeff Mizrahi, Managing Partner
MFG Partners LLC
John C. Tsunis, Esq., Chairman & CEO
Gold Coast Bank
Gary Ranftle, Managing Partner
MassMutual Long Island Metro
If you are unable to attend the Awareness Event, but would like to remain on the Long Island event email list, please sign up HERE.
Please direct questions regarding the Awareness Event to Josh Koza, Client Experience Manager at the Exit Planning Institute via email or phone 216-712-4244.