Mark Kravietz has earned his designation as a 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). He has counseled many clients through the succession planning and execution processes of their businesses.
Your needs and objective are at the foundation of our strategy. We offer comprehensive, objective, competent and planning-based solutions that help business owners maximize opportunities, preserve their values and prepare for the future they envision. We assess the external and personal factors that impact your business’s liquidity strategy, including economic outlooks, IPO and M&A cycles, as well as family and legacy goals. We work collaboratively with your other advisors to bring you a holistic view of your entire financial life.
The 5th annual New York Business Owners Forum with the Exit Planning Institute was, yet again, a success. This forum brings together over 80 high net worth business owners, internationally recognized keynote speakers, and top-tier advisors. The event provides an opportunity to share the latest industry trends and ideas.