You won’t want to miss our March 19th meeting where our spotlight will be on IOA members Sandi Webster & Belinda DiGiambattista who will share Lessons Learned When Selling a Business. Linda Hamilton, IOA Co-President, will moderate this session, review the advisor role, and give you an opportunity to review the One Page Exit Plan® exercise.

The Institute of Advisor, Greater NY Chapter, offers an opportunity to learn and network with advisors who provide services to business owners. All of our members share a common passion for building a successful business advisory practice.

The group meets on the third Thursday every other month.
There is no fee to join and attend our meetings.

Our leadership team includes:
Jaimie Blackman, CO-President
Linda Hamilton, CO- President
Felipe Wityk Sanchez, Vice-President