Exit Planning


Tremendous Triumph at the Manhattan Owners Forum

The third major owners forum in New York, bringing together more than 120 high net business owners, internationally-recognized keynote speakers, and top-tier advisors. 


"Leader of the Year Award" from Exit Planning Institute

Mark Kravietz received the prestigious "Leader of the Year Award" from Exit Planning Institute.  This is the second award Mark has won from the Exit Planning Institute in the last three years.  In 2014 Mark received the "Excellence in Exit Planning Award" which honored professional advisors that are thought leaders and pioneers in the industry.


A Massive Success at the Long Island Owners Forum

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The second major Owners Forum in New York, bringing together more than 80 high net business owners, internationally-recognized keynote speakers, and top-tier advisors. 


Exit Planning Experience

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published on Jul 29, 2016
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.

Values-based

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.
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We help you...

• Determine optimal event timing
• Assemble your team of your advisors
• Evaluate exit options
• Develop a personal financial plan
• Prepare the company
• Prepare the family
• Plan for income taxes
• Consider wealth transfer & estate planning strategies
• Prepare a customized investment strategy
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