Events
Sep
3
Tue
The M&A Alliance Round Table is an Exclusive “by invite only” M&A Luncheon comprised of a group of high-level M&A professionals that advise companies seeking either a growth or an exit strategy.
Event is hosted by Kyle Griffith, CBI Managing Partner of The NYBB Group.
Sep
12
Thu
Sep 12 @ 5:30 pm – 8:00 pm
Deal or No Deal – Creating the Win/Win
The Alliance Long Island Chapter
Panel
Dennis O’Rourke – Moritt Hock
Ramsey W. Goodrich – Carter Morse & Goodrich
Keith Dee – Osage Advisors
Corey Massella – UHY-US
Moderator
Thomas De Filippe – Marshall & Stevens
$40 || Members
$60 || Non-Members
Sponsored by The NYBB Group
Oct
15
Tue
The NYABB Monthly Breakfast Meeting and Networking Event brings together top professionals such as Mergers & Acquisitions Advisors, Business Brokers, CPA’s, Attorneys, Financial Planners, Commercial Realtors, Bankers, Non-Bank Lenders, Insurance Brokers, Information Technology Experts, Business Consultants and others who have the ear of the CEO at numerous NY Metro companies.
Attending the event will “plug you in” to a synergistic and dynamic group where you can develop valuable connections that can significantly grow your business!
Oct
29
Tue
Oct 29 @ 11:45 am – 1:30 pm
The M&A Alliance Round Table is an Exclusive “by invite only” M&A Luncheon comprised of a group of high-level M&A professionals that advise companies seeking either a growth or an exit strategy.
Each meeting will have one advisor per industry, with each advisor having specialties on a specific aspect of a business life cycle including; Business Growth Strategy, Financial Planning, Legal, HR, Compliance, Insurance, owner legacy etc.
Collaborators of The M&A Alliance Round Table consists of trusted advisers experienced in providing advice to small to mid-sized companies in the following areas :
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Estate Planning
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Corporate Law
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Insurance
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Accounting
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Financial Planning
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Business Lending
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Human Resources
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Business Strategist
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Business Valuation
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Mergers & Acquisitions
The meeting is limited to about 8-12 guests as we would like to dive deep and give each adviser to chance to interact. There is no ongoing commitment to attend multiple meetings and there are usually different collaborators at each meeting which gives you the opportunity to meet new people.
Registration is on a first come first serve basis and there is only one ticket available per industry.
Couple reasons why you should attend this exlucsive luncheon:
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Network with trusted high caliber industry specific business professionals.
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No competing professionals – One person per industry.
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Opulent Private Dinning accommodations with appetizer, entrée and beverages included.
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Opportunity to partner and collaborate with other participants.
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Generate referrals and grow your business by connecting with trusted business advisors.
Lunch Tickets are $35
Date & Time: Tuesday October 29th @ 11:45am – 1:30pm
Location: Jewel Restaurant 400 Broadhollow Road, Melville, NY 11747 (Be Ju Room)
https://jewelrestaurantli.com
Nov
4
Mon
Lou de la Prida will be at the NERUCA conference.
North East Regional Urgent Care Association (NERUCA)
Lou will be an exhibitor, and presenting speakers at the event.
Advanced Registration is required to attend the conference.
MGM Springfield – Springfield, MA 01103
Nov
6
Wed
Nov 6 @ 8:00 am – 9:30 am
Nov
14
Thu
Nov 14 @ 8:30 am – 10:00 am
Call or email Anthony for details.. Advanced registration required.
Nov
22
Fri
Nov 22 @ 11:15 am – 12:45 pm
Anthony Citrolo, CPA and Tony Calvacca, CBI will be presenting at the New York Conference of CPA Practitioners (NYCCPAP)
Topic: Now is the Time to Sell The Family Business-The State of the Market Private Equity groups and Synergistic buyers are paying high values in this seller’s market.
We will discuss the state of the market for privately held business owners and why the timing is perfect to sell the family business.
*ADVANCED REGISTRATION IS REQUIRED FOR THIS EVENT THROUGH THE NYCCPAP.*
Apr
29
Wed
Apr 29 @ 12:00 pm – 1:00 pm
CLICK HERE TO REGISTER
Join us to get some perspectives on the current and future state of the M&A Middle Market in New York and on Long Island.
This webinar will feature insights from:
Luis de la Prida of The NYBB Group – M&A
Luis de la Prida is a Managing Partner and Principal of The NYBB Group and NYBB Commercial Real Estate, Inc. He works closely with clients looking for an intermediary to represent them in the purchase or sale of a business or real estate. His clients include entrepreneurs, private equity groups and other financial sponsors, and lower middle-market companies with annual revenues of $5 million to $50 million. Luis represents clients across all industries, with specialties in healthcare and business services. He is a Certified Merger & Acquisition Advisor (CMAA) with over 25 years of successful experience advising middle market businesses and Fortune 500 companies.
Luis previously founded successful management consulting and financial advisory and insurance businesses. He also spent nearly a decade on Wall Street, where he gained valuable international experience in various financial roles at J.P. Morgan and Credit Suisse First Boston. As a former Chief Operating Officer of a medical practice, Luis helped acquire seven medical practices and launched several organic initiatives that transformed the practice into a large multi-specialty medical group. Luis is the founder and present co-chairman of the Long Island chapter of the Alliance of Merger and Acquisitions Advisors. He is a national presenter and author on matters relating to mergers and acquisitions.
Corey Massella of UHY U.S. – CPA
Corey Massella is a partner UHY U.S.–one of the leading professional services firms in the nation. A Long Island native, Corey has over 25 years of experience as an entrepreneur, tax and business advisor, and specialist in SEC accounting and audit services. His experience covers a wide range of industries, including professional services, private equity funds, and financial services. Corey has extensive knowledge and experience in complex tax structuring and planning, as well as experience serving as a Private Equity Group Practice Leader. Corey utilizes his experience to confidently guide middle market companies interested in buying, selling, or restructuring. He has completed over 350 M&A transactions.
In 2015, Corey won the SmartCEO award for Industry CPA Leader in New York. He has moderated several conferences, including ACG NY’s “M&A Landscape: Diving into Four of the Hot Industry Sectors” and “The M&A Advisor Summit.” He has authored numerous articles. Corey is a board member of the Long Island chapter of the Alliance of Merger and Acquisitions Advisors.
Stephen Mariani of Diamond Financial – Lender
Stephen Mariani is President of Diamond Financial–one of the nation’s leading sources of large, business acquisition loans. Stephen has worked with privately held business since 1978, personally owning many himself. His experience in locating financial solutions for small and mid-sized businesses led him to establish Diamond Financial, a company built with the business owner in mind. Stephen prides himself on honesty and integrity, traits which he strives to make apparent upon a client’s first encounter with his organization. Stephen is dedicated and committed to the success of small businesses in America.
Dennis O’Rourke of Morritt Hock – Attorney
Dennis C. O’Rourke is a Partner at Moritt Hock & Hamroff LLP where he serves as Chair of the firm’s Corporate & Securities Practice Group. Dennis has over 20 years of experience in handling all facets of complex mergers, acquisitions, securities offerings, corporate transactions, and general counsel matters. He provides corporate advice to business owners, public and private companies, including the structuring and negotiating of sophisticated sales and purchases of businesses, as well as capital raising transactions and joint ventures.
His experience includes work with both domestic and foreign-based clients in a wide range of industries, including technology, fintech, ad tech, logistics, e-commerce, card processing, medical devices, nutraceuticals, food and beverage, manufacturing, construction, real estate, biotechnology, alternative energy, telecommunications, pharmaceutical, financial services, professional services, insurance, gaming, and cannabis. Dennis presently serves as co-chairman of the Long Island chapter of the Alliance of Merger and Acquisitions Advisors.
Stephen White of Onyx Partners Group – Valuations
Stephen A. White is the founder and managing partner of Onyx Partners Group. He brings over 20-plus years of finance and valuation experience ranging from investment banking, private banking and wealth management. Stephen provides valuation services for small and midsized privately held companies for a variety of services, such as commercial acquisitions and sales, establishing buy sell agreements, consulting and managing exit planning strategies, and providing services for family offices.
Stephen currently serves on various boards, including the Valuation Credentialing Board for the National Association of Certified Valuators and Analyst (NACVA) and the NY/NJ Rutgers Center for Employee Ownership Advisory. His professional members include the National Center for Employee Ownership (NCEO), the African American Chamber of Commerce, and the NACVA Industry Correspondents, which provides valuable valuation training to the valuation community.
Moderator: Anthony Citrolo of The NYBB Group
Anthony J. Citrolo is the managing partner and founder of The NYBB Group and NYBB Commercial Real Estate, Inc. Anthony is a CPA with over 40 years of experience in business management, tax, operations and financ. He also holds a New York State Real Estate Broker as well as holding the designations in the past of Certified Valuation Analyst (CVA) and Certified Business Intermediary (CBI). In his role as managing partner, he works directly with business owners, guiding them through every aspect of the selling or acquisition process. Anthony also works closely with M&A Advisors and staff on the financial and operational analysis of each case to ensure that there is a maximum benefit and value in each transaction.
Anthony is a recognized leader in providing exit and succession planning guidance. He has been named an industry expert by Business Brokerage Press, Inc., a national publisher of educational content for intermediaries and business brokers. Anthony co-founded and is presently on the board of the Long Island chapter of the Alliance of Merger and Acquisition Advisors.
May
27
Wed
May 27 @ 12:00 pm – 1:00 pm
CLICK HERE TO PRE-REGISTER
The NYBB Group Presents a Webinar Series on Middle Market Mergers & Acquisitions
New York is at the epicenter of the Covid-19 Pandemic in the U.S.. Across the state, residents are sheltering-in-place and dealing with the health and finance issues posed by the pandemic. Business owners, meanwhile, continue to wrestle with the devastating economic consequences of the pandemic. Many have spent time applying for relief from the government, cutting staff and expenses, and assessing how to ensure the survival of their companies.
This has had a profound impact on mergers and acquisitions activity, which has taken a backseat to other, more pressing matters. As the pandemic continues, however, middle market businesses may eventually have to buy, sell, or merge with other businesses to preserve the value of their companies.
As the crisis continues, businesses may need additional strategies to preserve the value of their firms. One such strategy is to sell or merge their business. But that is not easy to do in the best of circumstances, much less during a crisis.
We will discuss this in our upcoming webinar:
Exit Planning Primer: Options on exiting your business on your terms.
Please join Kyle Griffith, CBI Managing Partner of The NYBB Group as he moderates a discussion for Business Owners on Exit Planning. Kyle and other industry advisory leaders will be providing information on how to exit a business; which options are available and how to prepare.
- Joseph Milizio, Esq. – Managing Partner of Vishnick McGovern Milizio LLP
- Austin Bransgrove, RICP®, CExP™, Managing Associate, Wealth Advisory Group LLC
- Stephen A. White, CVA, Founder and Managing Partner of Onyx Partners Group
- Jeffrey Appleman, CPA of CFO Consulting Partners
Joseph Milizio, Esq. – Managing Partner of Vishnick McGovern Milizio LLP
Managing Partner Joseph G. Milizio leads VMM’s Business and Transactional Law, Exit Planning for Business Owners and LGBTQ Representation Practices. He is a key member of the VMM Family InstituteSM.
Mr. Milizio represents start-up and established businesses, providing day-to-day general counsel and advice. He has significant experience in various areas of transactional law with an emphasis on business transactions, including acquisitions, sales, entity and owner representation, franchising, leasing, and transactional real estate matters. He represents a wide range of businesses, including retailers, manufacturers, real estate entities, healthcare providers, and other professional industries and organizations.
His diverse corporate and real estate finance experience includes the representation of both borrowers and lenders. He regularly advises clients on corporate governance, dispute resolution, and estate planning matters. As head of the Exit Planning for Business Owners Practice, he works with proprietors and other representatives as a consultant and legal advisor in planning for and implementing exit and succession strategies.
Mr. Milizio founded the firm’s groundbreaking LGBTQ Representation Practice over 15 years ago, one of the first in the nation. The practice provides legal counsel, representation, and education to the LGBTQ community in a variety of matters, including workplace discrimination, estate planning, health care proxies and living wills, prenuptial agreements, real estate, domestic partnership agreements, property co-owner agreements, spousal rights and obligations, divorce and child custody, adoptions, name changes, and gender marker changes.
He is a trusted advisor to both his personal and business clients and often serves as executor, trustee, and legal guardian.
Mr. Milizio is regularly featured in the press, including NBC, CBS, News 12, 1010 WINS, WCBS 880, Star 99.9, Newsday, LI Herald, and Long Island Business News.
He is the founding vice president of the Long Island Chapter of the International Exit Planning Institute; the cochair of the Nassau County Bar Association LGBTQ Committee; member of the Human Rights Campaign (HRC) New York Steering Committee; and the former chairperson of the of the Long Island Chapter of the National Multiple Sclerosis Society.
He is an MS Society Leadership Award recipient, the Long Island Crisis Center Pride for Youth initiative “2017 Person of the Year,” and the LI Herald “2019 Top Lawyer of Long Island” in two categories, Civil Rights and Pro Bono.
Mr. Milizio received his Juris Doctorate from Brooklyn Law School and is a magna cum laude graduate of St. John’s University. He is admitted to practice law in the State of New York and is a member of the New York State Bar Association and the Nassau County Bar Association, where he serves on the Lawyer Referral, Corporation Law, and Real Estate Committees.
Austin Bransgrove, RICP®, CExP™ Managing Associate of Wealth Advisory Group LLC
Just after college, Austin experienced profound loss with the early and unexpected death of his father. The positive impact of financial planning for his family eventually led him to pursue a career in financial service, and he joined Wealth Advisory Group in 2013. Austin received his bachelor’s degree from the University of Evansville, summa cum laude and has obtained the Retirement Income Certified Professional® designation from The American College . He is a member of the BEI Network of Exit Planning Professionals™ and is a Certified Exit Planner™.
Austin’s practice specializes in risk mitigation and wealth planning for business owners and medical professionals. His team provides expert wealth management, personal planning, and business transition planning for physicians, executives, and entrepreneurs.
*Austin Bransgrove is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Wealth Advisory Group LLC is not an affliate or subsidiary of PAS or Guardian. Wealth Advisory Group LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA License#0L00236. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal or accounting professional regarding your situation.
Stephen White, CVA of Onyx Partners Group
Stephen A. White is the founder and managing partner of Onyx Partners Group. He brings over 20-plus years of finance and valuation experience ranging from investment banking, private banking and wealth management. Stephen provides valuation services for small and midsized privately held companies for a variety of services, such as commercial acquisitions and sales, establishing buy sell agreements, consulting and managing exit planning strategies, and providing services for family offices.
Stephen currently serves on various boards, including the Valuation Credentialing Board for the National Association of Certified Valuators and Analyst (NACVA) and the NY/NJ Rutgers Center for Employee Ownership Advisory. His professional members include the National Center for Employee Ownership (NCEO), the African American Chamber of Commerce, and the NACVA Industry Correspondents, which provides valuable valuation training to the valuation community
Jeffrey Appleman, CPA of CFO Consulting Partners
Jeffrey Appleman is a Director in the firm’s Manufacturing, Distribution and Business Services practice. Jeffrey has over twenty-five years of experience, both in public accounting and the private sector. During his career in public accounting, primarily at Marks Paneth, Jeffrey served small and medium sized privately held companies. With private companies, he focused on accounting operations, financial reporting and mergers and acquisitions, budgeting, internal management reporting and external reporting to third-parties.
Most recently, Jeffrey worked for B2BCFO, a financial management consulting firm. Prior to that, he served as the CFO at Love and Quiches, a domestic and international frozen food desert company and at Standard Folding Cartons, a paper converting company in New York and Louisville. As CFO, he was a key member of the senior leadership teams and worked directly with Boards of Directors, bankers, auditors and outside counsels.
Jeffrey is a CPA and is a member of the New York Society of CPAs. He graduated with a BS in Accounting from Baruch University and serves on the Board of the Association of Merger and Acquisition Advisors (AMAA) – Long Island Chapter.
Webinar moderated by:
Kyle Griffith, CBI, Managing Partner of The NYBB Group LLC
Kyle Griffith is a Managing Partner and Principal of The NYBB Group and NYBB Commercial Real Estate, Inc.. For over nine years, he has helped small and mid-sized businesses in need of merger and acquisition and business sales services. Kyle specializes in the HVAC, Trucking and Distribution industries, but has lent his expertise to clients in a broad range of sectors.
Throughout his career, he has owned and operated several businesses. These include a family owned printing and shipping company; various online retail and serviced based businesses; a package forwarding company; and a consulting firm. These experiences have helped him hone his business development, operations, and marketing skills.
Kyle has a solid background in sales and marketing. He is also highly skilled at implementing successful marketing strategies for business owners seeking to effectively buy or sell a business in today’s market. Kyle provides top class negotiation and representation for his clients and executes proven techniques to maximize a company’s selling price and facilitate a faster sale. He takes pride in consulting with small business owners and finds fulfillment in being of service and doing so in a confidential manner with integrity and professionalism.
Kyle is an enthusiastic, caring and driven business professional committed to educating, and being an advocate for the Merger & Acquisition / Business Brokerage community. He is a proud and active member of the M&A Source and the International Business Brokers Association (IBBA).
Kyle has been awarded the Certified Business Intermediary (CBI) designation by the International Business Brokers Association (IBBA). This designation is held by fewer than 600 individuals worldwide and less than 10 in New York State. The CBI designation is granted to IBBA members who have met rigorous requirements in education, industry knowledge and experience, ethical standards and continuing education. As a CBI, Kyle is well equipped to handle the complexities of acquiring and selling privately held companies.
Kyle is has been elected to Board of Governors of the IBBA. He is presently the Co-chairman of the Member Engagement Committee of the IBBA. Kyle also chairs the Metropolitan chapter of the New York Association of Business Brokers. His efforts servicing the business brokerage marketplace has earned him the IBBA Outstanding Producer Award for 2017.
Outside of the IBBA, Kyle is also active in several associations and groups. He is on advisory board member of Caribbean Business Connections (CBC). He is an active member in both the Queens & Melville Chambers of Commerce, and he holds a Real Estate Salesperson and Notary Public licenses in New York.
CLICK HERE TO PRE-REGISTER
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