08 Jan Anthony Citrolo Presents Comprehensive Analysis of Benefits Derived by CPA’s When Considering Introducing Exit Planning & Succession Concepts to Clients
Anthony J. Citrolo, CPA/CMAA/CBI presented a comprehensive analysis of the benefits derived by CPA’s when considering introducing Exit Planning & Succession concepts to their clients. The discussion focused on the core steps involved in the Exit Planning process, how to present these concepts to clients, how to identify the segment of business owners who qualify and are the most likely to benefit from these concepts and what the obligation is of the CPA. He is the Vice Chair of the Exit and Succession Planning Committee in the New York State Society of CPA’s. Anthony Citrolo is a CPA, Certified Merger & Acquisition Advisor and founding partner of NY Business Brokerage, Strategic M&A Advisors and NYBB Commercial Real Estate all headquartered in Woodbury. Anyone interested in learning more about the benefits of Exit and Succession Planning for their clients or their individual business can contact Anthony Citrolo at NY Business Brokerage and Strategic M&A Advisors at 631.390.9650.