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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.

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.

Register in advance for this webinar:

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

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

CLICK HERE TO PRE-REGISTER

• 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

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/

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.

with:

• Anthony Citrolo, CPA and Mananging Partner of The NYBB Group
• Luis de la Prida, MBA and Managing Partner of The NYBB Group
• Kyle Griffith, CBI and Managing Partner of The NYBB Group
• Hal Fuchs, Certified M&A Advisor with The NYBB Group

Join us on First Wednesday as Kyle Griffith and his partners Luis de la Prida and Anthony Citrolo discuss –

“How to Grow a business that will sell for Maximum Value”

You will learn:

• Steps needed to grow a thriving business
• What are your business value drivers.
• Why exit planning is important
• How to grow a business that will sell for maximum value
• How does the current pandemic affect the value of your business

Here’s an opportunity to gain insight on how to grow your business during these challenging times. In addition, you’ll make new business connections all while enjoying your favorite cup of morning brew.

Please click the link below to join the conversation:

Please click the link below to join the webinar:

https://us02web.zoom.us/j/82088635144?pwd=eFl0b2hDTFpmbmFwbGQzV2VtOVVPZz09
Passcode: 894412

Or iPhone one-tap :
US: +19292056099,,82088635144#,,,,,,0#,,894412# or +13017158592,,82088635144#,,,,,,0#,,894412#

Or Telephone:
Dial(for higher quality, dial a number based on your current location):

US: +1 929 205 6099 or +1 301 715 8592 or +1 312 626 6799 or +1 669 900 6833 or +1 253 215 8782 or +1 346 248 7799

Webinar ID: 820 8863 5144
Passcode: 894412
International numbers available: https://us02web.zoom.us/u/keGYHOi1jQ

Queen Chamber Event Page

How To Survive the New Normal of Operating Your Business: Communication – Hiring – Mergers & Acquisition

With businesses reopening as the pandemic continues to impact our economy, you’re probably seeking ways to maintain focus around business operations. This webinar will explore surviving our new normal.

Our panelist will help you navigate appropriate day-to-day communications such as Zoom + Google Hangouts, discuss hiring practices in the current climate, and options for mergers and exits to consider which best fit your business.

Join us for the one long presentation that is certain to provide you with a good number of best practices as we forge ahead over the next few weeks and months.

Join us on First Wednesday as Kyle Griffith and his partners Luis de la Prida and Anthony Citrolo discuss –

“How to Grow a business that will sell for Maximum Value”

You will learn:

• Steps needed to grow a thriving business
• What are your business value drivers.
• Why exit planning is important
• How to grow a business that will sell for maximum value
• How does the current pandemic affect the value of your business

Here’s an opportunity to gain insight on how to grow your business during these challenging times. In addition, you’ll make new business connections all while enjoying your favorite cup of morning brew.

Please click the link below to join the conversation:

Please click the link below to join the webinar:

https://us02web.zoom.us/j/82088635144?pwd=eFl0b2hDTFpmbmFwbGQzV2VtOVVPZz09

Passcode: 894412

Or iPhone one-tap :

US: +19292056099,,82088635144#,,,,,,0#,,894412# or +13017158592,,82088635144#,,,,,,0#,,894412#

Or Telephone:

Dial(for higher quality, dial a number based on your current location):

US: +1 929 205 6099 or +1 301 715 8592 or +1 312 626 6799 or +1 669 900 6833 or +1 253 215 8782 or +1 346 248 7799

Webinar ID: 820 8863 5144

Passcode: 894412

International numbers available: https://us02web.zoom.us/u/keGYHOi1jQ

Speakers