EVENT: Owner Advancement Series

As a business owner, making decisions is your everyday life—but are you aware of all the options that are available and how those decisions can impact your business?

Join moderators, Anthony Tomaro, Partner-in-Charge of Grassi & Co.’s Consulting Group, Philip Palumbo, Senior Vice President of UBS, and your peers for an evening seminar as we examine planning strategies and behavioral, financial and systematic options for you to consider for your business.


  • The Psychology of Selling Your Business
  • Transitioning & Selling a Business
  • The Importance of Protecting Your Intellectual Property (IP) & How to Maximize its Value
  • Wealth Transfer Strategies
  • Geopolitical Impacts & Changes Affecting the Industry


Wednesday, February 27
4:00p.m. – 7:30p.m.
Cocktail Reception & Networking to Follow

Blackstone Steakhouse
10 Pinelawn Road
Melville, NY 11747