Events

April 29th – Deal Making During a Pandemic: Insights on the New York M&A Marketplace

Apr 29 @ 12:00 pm – 1:00 pm

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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.

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May

27

NYBB Webinar Series: Exit Planning Primer: Learn options to Exit on your terms

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 Institute^SM.

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

10

Is NOW the time to Sell your Family Owned Business?

Jun 10 @ 12:00 pm – 1:00 pm

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The NYBB Group Presents a Webinar Series on Middle Market Mergers & Acquisitions

For the Family-Owned Business or any privately held company, the question is what do you need to do if you want to sell your business. Now may be the right time to sell, but there are considerations which need to be taken seriously.

In the current M&A Environment, business owners have been rightfully taking steps to survive the health and economic impact of the COVID-19 Pandemic. Yet, as the crisis continues, businesses may need additional strategies which include selling or merging their business.

Join our panel of experts for a guided tour on selling your business in the “Near” Post-Pandemic Era.

We will discuss this in our upcoming webinar

Is NOW the time to Sell your Family Owned Business?
Selling your Business Post-Pandemic…Expectations for Today’s Owner

Please join Anthony Citrolo, CPA and Managing Partner of The NYBB Group as he moderates a discussion for Business Owners on Selling Post-Pandemic.

A panel of industry leaders will be discussing the expectations and considerations, which would be challenging under normal conditions, but what about post-pandemic?

Stuart A. Smith III – Managing Partner, Strategic Family Business Advisory

Stuart is responsible for strategic family business advisory services at Wilmington Trust. In that capacity, he collaborates with planning and wealth management colleagues to develop comprehensive, holistic strategies and solutions for clients and prospects with family business holdings.

Prior to joining Wilmington Trust in 2019, Stuart was a managing director in the M&T Investment Banking Group, where he co-founded the bank’s M&A/Corporate Finance business in 2001 and was co-head of the team since 2014. Stuart has more than 25 years of diversified financial services experience including senior and subordinated debt raises, private equity raises, mergers and acquisitions, and leveraged buyouts across a wide range of industries. Earlier in his career, Stuart was a director in the Consumer and Industrial Products group at PricewaterhouseCoopers Securities, the investment banking division of PricewaterhouseCoopers, where he worked from 1993 until 2001. He began his career at First National Bank of Maryland as a commercial loan officer in the Private Banking Division.

Stuart holds an MBA from Georgetown University, where he was elected to Beta Gamma Sigma for academic achievement, and a bachelor’s degree in history from the University of Virginia. He is actively involved in the Baltimore community and is currently the president of the board of trustees for the Loyola-Notre Dame Library and treasurer and board member of Gilchrist Hospice Care. He also serves on the finance committee of the Greater Baltimore Medical Center. Stuart formerly served in a number of capacities on the board of trustees for Integrace, Inc., a not-for-profit senior care business located in Maryland.

Mark R. Blaustein, Attorney-At-Law – MRB PC Law, Garden City, NY

Mark R. Blaustein, Esq. CPA, has been practicing law since 1987 and has a varied practice in the areas of corporate law, tax law, trusts and estates and real estate law. He represents corporate and individual clients in commercial transactions, including the purchase, sale or restructuring of businesses, stock transactions, mergers and corporate agreements as well as advising clients on the tax aspects of such transactions.

His clients include mechanical contractors, manufacturers, retail businesses, and professional practices such as dentists, physicians, attorneys, engineers, and accountants in planning for their retirement and/or the disposition of their professional practices. He also regularly represents clients concerning estate planning, estate administration and tax controversies.

Mark was previously an Adjunct Professor of Business Law at Adelphi University and is a graduate of Adelphi University and Hofstra Law.

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.

Webinar moderated by:

Anthony Citrolo, CPA, CM&AA, Managing Partner

Anthony J. Citrolo is a Managing Partner and Founder of The NYBB Group, LLC. and NYBB Commercial Real Estate. His original company New York Business Brokerage was founded in 2003 and is the legacy company which was the basis for today’s successful organization. Anthony represents privately held companies seeking professional representation from an intermediary as they look to sell what is typically their largest asset, their family owned business and often the associated real estate. Anthony’s clients include private equity groups, individual entrepreneurs, independent financial sponsors and companies with annual revenues of $5 million to $50 million. These are typically companies with adjusted EBITDA of $500K to $5 million. Anthony represents clients in all industries, with specialties in business services, HVAC including contractors across the entire spectrum and construction.

Anthony is a CPA (Certified Public Accountant) for over 40 years and a CM&AA (Certified Merger & Acquisition Advisor) having founded NYBB over 16 years ago. He has been advising middle market and privately held companies as well as family owned businesses in search of either a successful exit or targeted acquisition. Anthony began his career with Deloitte and has been entrepreneurial having owned and operated several successful businesses in addition to his own tax practice. In addition, Anthony is 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). Anthony is a certified member of The John Maxwell team coaching individuals and teams on Leadership. He is also a JMT certified speaker.

Throughout his career, Anthony has worked on M&A engagements in many markets, including manufacturing, distribution, technology, business services, professional practices, health care, franchising and retail. He has also created a Growth through Acquisition program for middle market and larger companies who seek the advantages derived by combining targeted acquisitions as part of their strategy for expansion. This has provided accredited value and has been adopted as a creative exit strategy.

Anthony is a presenter on both Mergers and Acquisitions as well as Exit Strategies. Groups have included the New York Society of CPAs, the National Conference of CPAs, the Nassau Bar Association, among others. He has been recognized as an industry expert by Business Brokerage Press that publishes the Business Reference Guide, recognized as a primary source of data for professional valuation. He is regularly quoted on issues concerning the marketplace for privately held companies and family owned businesses.

16

Tue

Employment & Labor Law issues due to Covid-19 with Doug Rowe of Certilman Balin @ OnLine Webinar

https://zoom.us/webinar/register/WN_y1QMkeUKSJ2kIrcw3P4a2g

Jun 16 @ 6:00 pm – 7:00 pm

Register in advance for this webinar:

Employment & Labor Law issues due to Covid-19
with Doug Rowe Partner Certilman Balin

Event Details: https://themaalliance.com/blog/f/employment-labor-law-issues-due-to-covid-19-with-doug-rowe

Hosted by Kyle Griffith, CBI Managing Partner of the NYBB Group

17

Franchise Discussion: Options for Senior America @ On Line Webinar

Jun 17 @ 12:00 pm – 1:00 pm

CLICK HERE TO PRE-REGISTER

Join Kyle Griffith, CBI of The NYBB Group and Ramzi Rihani, President, CEO and co-founder of Options for Senior America as they discuss Unique Retail and Franchise opportunities.

Options is a Preferred Provider with major LTC insurances such as John Hancock, Genworth, CNA Insurance, Penn Treaty, NY Life.
Strategic partnerships with A Place for Mom national referral system and Veterans Care Coordination (funds available for in home service to veterans)
31 years in the business (one of the pioneers of the homecare industry in the States)
Creators of true live-in programs (currently one of a handful of agencies in the country that provide live-in service) – Main revenue stream
Customer Satisfaction rate measured quarterly (currently at 96%).
Extensive background check for all Care Providers going back 7 years anywhere they lived in the country.
No deposit required
No advance payment required
Client may terminate services without notice
Interview of aides at no charge
Needs Assessment at no charge for all cases over 30 hours/week
Winner of the Best of In-Home Care national award given to 2% of all senior care providers in N. America

24

Search Funds in COVID Times @ On Line Webinar

Jun 24 @ 11:00 am – 12:00 pm

RSVP to this Webinar: https://lnkd.in/eeKSRZ4

Search Funds in COVID Times

We will be discussing The New Normal with Sourcing & Operating Small Businesses and current conditions the Search Fund Ecosystem.

Event Details

https://searchfundcoalitioncovidtimes.splashthat.com/

Webinar: Exploring Growth Through Acquisitions @ On Line Webinar

Jun 24 @ 12:00 pm – 1:00 pm

CLICK HERE TO PRE-REGISTER

The NYBB Group Presents a Webinar Series on Middle Market Mergers & Acquisitions

Benefits of Acquisitions

Increased revenues and bottom line profitability
New Markets and new sources of revenues
Increased geographic reach
Greater economies of scale
Increased employee talent and capacity

We will discuss this in our upcoming webinar

Exploring Growth Through Acquisitions

Please join Luis de la Prida Managing Partner of The NYBB Group as he moderates this discussion with a panel of industry leaders.

Glenn L. Friedman, CPA, CGMA, CEO

As CEO, Glenn provides leadership to more than 100 partners and principals and 600 team members working at the sixteen Prager Metis office locations. He believes in a holistic approach with his clients and is strongly regarded as a trusted advisor and business consultant as well as a tax advisor.
In 2013, as Managing Partner of Metis Group, Glenn merged with Prager and Fenton to create Prager Metis a Top 100 US Firm. Glenn began his career at an international law firm that specialized in foreign tax havens. He then moved on to a regional accounting firm with a general practice and later joined the tax department of an international accounting firm, where he was responsible for several national and multinational accounts.
Glenn is a noted expert in the area of mergers and acquisitions and has worked with many clients on their M&A activity, as well as spoken at several conferences on best practices prior to and after the deal.
Glenn is a member of the Large and Medium Sized Firms Practice Management Committee of the New York State Society of Certified Public Accountants and has been a featured panel discussion speaker at their conferences. In his spare time, he loves to travel and spend time with his wife and two dogs Teddy and Luna. He and his wife enjoy the theatre, live music, and museums.

His practice areas are in advisory and Tax Services; with specialties in Business Entity, Tax Planning and Compliance, Mergers & Acquisitions, and Entrepreneurial Services.

PROFESSIONAL AFFILIATIONS
• American Institute of Certified Public Accountants
• New York State Society of Certified Public Accountants –Medium and Large Sized Firms Practice Management Committee

CIVIC AFFILIATIONS
• Alzheimer’s Association – NYC Chapter – Board of Director
• Alzheimer’s Association – Chapter Board Advisory Group –Board Member

Pattie Ehsaei, Senior Vice President, SBA M&A Lending

Featured Speaker, Co-Host, Panelist, Presenter, and Interviewee Pattie Ehsaei has been in financial services for 17 years and has considerable experience in SBA and commercial lending. She started her career as a lawyer, transitioning to financial services in various roles as a top performing regional manager, investment banker, and SBA lender.
Pattie has a passion for guiding entrepreneurs in reaching their goals with respect to their business financing needs. Having funded more than $350MM in transactions, Pattie’s extensive background makes her an expert in thinking outside of the box and providing customized solutions to help small business owners achieve their goals.

SPEAKING TOPICS OF INTEREST & EXPERTISE
• SBA Financing for M&A Transactions
• Why SBA: Benefits of SBA Financing
• How to get the most out of SBA Financing

Anthony Citrolo, CPA, CM&AA, Managing Partner

Anthony J. Citrolo is a Managing Partner and Founder of The NYBB Group, LLC. and NYBB Commercial Real Estate. His original company New York Business Brokerage was founded in 2003 and is the legacy company which was the basis for today’s successful organization. Anthony represents privately held companies seeking professional representation from an intermediary as they look to sell what is typically their largest asset, their family owned business and often the associated real estate. Anthony’s clients include private equity groups, individual entrepreneurs, independent financial sponsors and companies with annual revenues of $5 million to $50 million. These are typically companies with adjusted EBITDA of $500K to $5 million. Anthony represents clients in all industries, with specialties in business services, HVAC including contractors across the entire spectrum and construction.

Anthony is a CPA (Certified Public Accountant) for over 40 years and a CM&AA (Certified Merger & Acquisition Advisor) having founded NYBB over 16 years ago. He has been advising middle market and privately held companies as well as family owned businesses in search of either a successful exit or targeted acquisition. Anthony began his career with Deloitte and has been entrepreneurial having owned and operated several successful businesses in addition to his own tax practice. In addition, Anthony is 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). Anthony is a certified member of The John Maxwell team coaching individuals and teams on Leadership. He is also a JMT certified speaker.

Throughout his career, Anthony has worked on M&A engagements in many markets, including manufacturing, distribution, technology, business services, professional practices, health care, franchising and retail. He has also created a Growth through Acquisition program for middle market and larger companies who seek the advantages derived by combining targeted acquisitions as part of their strategy for expansion. This has provided accredited value and has been adopted as a creative exit strategy.

Anthony is a presenter on both Mergers and Acquisitions as well as Exit Strategies. Groups have included the New York Society of CPAs, the National Conference of CPAs, the Nassau Bar Association, among others. He has been recognized as an industry expert by Business Brokerage Press that publishes the Business Reference Guide, recognized as a primary source of data for professional valuation. He is regularly quoted on issues concerning the marketplace for privately held companies and family owned businesses.

Webinar moderated by:

Luis de la Prida, Partner – The NYBB Group

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.

Jul

8

Real Life Exits Webinar with Anthony Citrolo @ On Line Webinar