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Join Kyle Griffith of The NYBB Group as he hosts a discussion with Matthew E. Rappaport, Esq., LL.M. (Taxation) of Falcon Rappaport & Berkman PLLC, Robert Tobey, CPA and Partner and Anthony Tomaro, CPA, Partner and Consulting Services Leader, both of GRASSI Advisors & Accountants.  This discussion will educate business owners and their advisors on the potential capital gains tax increases.

Robert L. Tobey, CPA, Partner

rtobey@grassicpas.com

Robert L. Tobey, CPA is a Partner in the Tax Services practice at Grassi, where he guides clients through the complexities of tax planning and compliance on the federal, state and international levels. He specializes in helping pass-through entities, multi-state corporations, high-net-worth individuals and investors meet their business, tax savings and wealth preservation goals.

Robert advises clients in a wide range of industries, with a special focus on the financial services sector. He has helped hedge, venture, real estate and private equity funds structure their businesses, develop tax mitigation strategies and understand the complex regulations of their industry.

Prior to joining Grassi, Robert was a Managing Director at a national public accounting firm and Managing Member of his own tax advisory firm. He is a published author and frequent speaker on taxation matters.

Anthony Tomaro, CPA – Partner, Consulting Services Leader with Grassi Advisors & Accountants

ATomaro@grassicpas.com

As a Partner and the firm’s Consulting Services Leader, Anthony Tomaro directs the growth of Grassi’s consulting practice through the development of innovative business strategies and services. His hands-on approach allows him to become intimately familiar with clients’ business operations so he can help them identify and implement ways to increase efficiency and profitability. Anthony specializes in guiding clients through merger and acquisition transactions, providing advisory services for both buyers and sellers. He and his consulting team have expertise in the following areas:

Cyber and Information Security
Forensic Accounting
Litigation Support & Valuation
M&A Due Diligence
Investment Banking (Sell Side Advisory Services)
Healthcare Consulting
HR and Workforce Consulting
Operational Reviews
Succession Planning
Outsourced CFO Advisory Services
Business and Management Assessment Analysis
Corporate Distress, Restructuring & Bankruptcy
Cash Flow Management
Family Office & Concierge

Anthony has been providing accounting and management consulting services for over 30 years. He has spent significant time helping private equity firms with investments by providing financial due diligence, quality of earnings analysis and operational improvements insights prior to them making investments. During his career, Anthony has held different positions in the C Suite working with private equity groups to run and re-align some of their portfolio companies for a sale. He also has extensive experience working with publicly traded companies and has consulted on Initial Public Offerings projects along with Specified Purpose Acquisition Companies (SPACs) and reverse mergers transactions.

Anthony earned his bachelor’s in business administration from Adelphi University. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA).

Webinar moderated by:

Kyle Griffith, CBI, CM&AP, Managing Partner

Kyle Griffith is a Managing Partner and Principal of The NYBB Group and NYBB Commercial Real Estate, Inc..  For over ten 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 service-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 Griffith is a Certified M&A Professional (CM&AP) and is one of more than three hundred M&A intermediaries and professionals with the designation. Kyle has also 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 as well as the Co-chairman of the Member Engagement of M&A Source. Kyle also sits on the board for the New York Association of Business Brokers. His efforts servicing the business brokerage marketplace have earned him the IBBA Outstanding Producer Award for 2017.

Outside of the IBBA, Kyle is also active in several associations and groups.  He is the CEO & Founder of Eminae Network and advisory board member of Caribbean Business Connections (CBC).  He is an active committee member in both the Queens & Melville Chambers of Commerce, and he holds a Real Estate Salesperson and Notary Public licenses in New Yor

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Franchise Ownership vs. Traditional Business Ownership
The Hidden Benefits You Don’t Know.

Join Kyle Griffith as he initiates an informal discussion on the Benefits of Owning a Franchise with Dan Claps of Career Transition Leads, an IFPG Company.

Daniel Claps, Co-Founder of Career Transition Leads

Dan is the Co-Founder of Career Transition Leads, an IFPG Company that connects potential franchisees with IFPG Franchise Consultants. He is also Co-Founder of NurtureAssist, a sister company of Career Transition Leads that connects potential franchisees directly with franchisors and nurtures leads for franchisors, brokers and other clients through a proprietary text messaging platform.

Dan has been a member of IFPG since 2015. Prior to Career Transition Leads he was a successful IFPG Franchise Consultant and also worked as a Business Broker with Murphy Business & Financial for more than three years.  Dan has managed multiple call centers, continually improving the overall sales processes and operations. He got his start in business by launching an event staffing company that connected event workers with promotional firms that had staffing needs.

Dan utilizes his experience in staffing, sales, call center systems and franchise sales to operate Career Transition Leads and NurtureAssist. A natural collaborator, Dan enjoys interacting with Franchise Consultants and is passionate about helping them realize success.

Dan’s insights on IFPG

“Each day I wake up grateful for the opportunity to help all of our partners achieve their goals. When I was 22 years old, I wrote on my whiteboard at my home office: “I will help as many people as I possibly can own their own business.” I knew that if I stuck to this goal success would follow. Now, years later, I am blessed to know that this goal is being delivered on ten fold!  Our IFPG sister companies Career Transition Leads and NurtureAssist are helping both our broker partners and franchise partners do exactly that. We are dedicated to the ongoing success of our members. We strive to create win-win-win opportunities and always seek to understand when working with clients.

I have been a part of IFPG since very, very early in my career and I owe so much to the company and  teammates. Each day I wake up thinking “I get to do this,” and so I feel I have never worked a day in my life.

I am proud of the responsibility I have to our clients and partners. Franchising, the IFA and IFPG are communities I humbly serve and look forward to growing with!”

 

Your Host:

Kyle Griffith, CBI, CM&AP, Managing Partner

Kyle Griffith is a Managing Partner and Principal of The NYBB Group and NYBB Commercial Real Estate, Inc..  For over ten 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 service-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 Griffith is a Certified M&A Professional (CM&AP) and is one of more than three hundred M&A intermediaries and professionals with the designation. Kyle has also 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 as well as the Co-chairman of the Member Engagement of M&A Source. Kyle also sits on the board for the New York Association of Business Brokers. His efforts servicing the business brokerage marketplace have earned him the IBBA Outstanding Producer Award for 2017.

Outside of the IBBA, Kyle is also active in several associations and groups.  He is the CEO & Founder of Eminae Network and advisory board member of Caribbean Business Connections (CBC).  He is an active committee member in both the Queens & Melville Chambers of Commerce, and he holds a Real Estate Salesperson and Notary Public licenses in New York.

April 27th at Noon-1pm

Join John Byrne of The NYBB Group as he moderates a webinar discussing Selling Your Healthcare Pratice.

With

Luis de la Prida of The NYBB Group
Len Garza, Attorney with Garza Business & Estate Law
Erin Hoffman, Financial Advisor with Certified Financial Services, LLC

Register today!  

Anthony Citrolo will be attending the Exit Planning Summit in Scottsdale Arizona

Contact him to meet up at the event:  anthony@thenybbgroup.com

Monday, May 16, 2022
11:30am to 1:30pm

6 Steps to Make Your Business Salable

A Free Business Success – Lunch & Learn Seminar 

Presented at NYBB Group
25 Melville Park Road, #206 – Melville, NY 11747

Two Speakers for the price of none.

This seminar will provide you with specific, effective ideas and systems that will massively improve your business IMMEDIATELY! You will learn from ActionCOACH Michael Breitman and NYBB Partner Anthony Citrolo how to prepare your business to be sold, even if you have no current plans to sell the business. A business that is prepared to be sold is:

• Stronger
• More profitable
• More competitive
• Will fare better during the ups and downs of the marketplace

Learn time-tested principles of how to:

• Gain control of your time, team, and money

• Turn your marketing into an investment, not an expense
• Multiply your customers, revenue, and profits
• Leverage team, systems, technology, and marketing
• Recruit, motivate and retain a winning team of employees to create a profitable company culture
• Steps to Financial Mastery and understanding the numbers that drive any business
• Any much, much more

***2 CPE credits are available to CPAs who attend***

The seminar is complimentary; however, registration is required!

Please register on-line at https://acmny20220516.eventbrite.com

As a business owner, it’s a constant challenge to meet the day-to-day demands of your business while also planning for the future.

Whether you own a local store or a national company, it’s critical to be prepared for any scenario and for the successful transition of your business. It’s security and peace of mind for you and your family.

Join attorney Joseph Milizio, managing partner of Vishnick McGovern Milizio LLP and head of the firm’s Business & Transactional Law practice, and Anthony Citrolo, CPA, CMAA, CEPA, founder and managing partner of The NYBB Group, for a live webinar with audience Q&A on the challenges, solutions, common mistakes, and necessary steps business owners and executives must take to be prepared for the future.
PANELISTS:

Submit questions for the panelists in advance to [email protected]

NOTE: By registering your email, you agree to give Herald Community Newspapers & sponsors permission to send you email communication regarding this webinar and future events, services and products.