Events

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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.

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

RSVP Here

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!

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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 :

• Estate Planning

• Corporate Law

• Insurance

• Accounting

• Financial Planning

• Business Lending

• Human Resources

• Business Strategist

• Business Valuation

• 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:

• Network with trusted high caliber industry specific business professionals.

• No competing professionals – One person per industry.

• Opulent Private Dinning accommodations with appetizer, entrée and beverages included.

• Opportunity to partner and collaborate with other participants.

• 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

Call or email Anthony for details.. Advanced registration required.

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.*