Tony Calvacca, Managing Partner of Strategic Merger & Acquisition Advisors and NYBB, Inc. announces that Kyle Griffith has been awarded the Certified Business Intermediary Designation from the International Business Brokers Association

The International Business Brokers Association (IBBA) announces it has awarded Kyle Griffith of Strategic Merger & Acquisition Advisors its’ prestigious designation of Certified Business Intermediary (CBI).

The Certified Business Intermediary designation has been granted to members of the International Business Brokers Association who have met the requirements in industry knowledge and experience, education, continuing education and ethical standards.

To qualify for the certification, Mr. Griffith had to successfully complete 68 credit hours of IBBA courses, and pass exams for various coursework, including ethics, financial analysis, business pricing and valuation, legal and tax classes and more.

Additionally, Mr. Griffith must follow the IBBA’s Code of Ethics and Standards of Practice as well as participate in continuing education coursework in order to maintain his certification.

“Kyle has now joined an elite group of Top Tier intermediaries in the Business Brokerage Industry” said Tony Calvacca managing partner of Strategic Merger & Acquisition Advisors and NYBB, Inc.  “Through the IBBA, this designation sets the standard for professional intermediaries.”

Mr. Griffith is one of less than 10 intermediaries in the State of New York to hold the CBI designation.

Mr. Griffith states, “This designation assures my clients that they are working with a professional who is knowledgeable about business sales and has the technical expertise and experience to help them achieve their goals. I am honored to have been awarded this designation.”

About Strategic Merger & Acquisition Advisors

Strategic Merger & Acquisition Advisors, Inc. with offices in New York, NY and WoodburyLong Island is a Mergers and Acquisitions firm, providing confidential M&A and Consulting Services for lower mid-market businesses nationally. For more information about SMAA, please call 1-631-390-9650 or visit www.strategicmaadvisor.com

About the International Business Brokers Association

Founded in 1983, the IBBA is the largest non-profit association specifically formed to meet the needs of people and firms engaged in various aspects of business brokerage, and mergers and acquisitions. The IBBA provides education, conferences, professional designations and networking opportunities for its Members, and delivers the quarterly Market Pulse research report to industry. For more information about the IBBA, visit the website at www.ibba.org. For more information about the Certified Business Intermediary certification, visit www.ibba.org/cbi-certification/.

Contact: Tony Calvacca, CBI

Company: Strategic Merger & Acquisition Advisors

Telephone Number: 1-631-390-9650

Email: tony@strategicmaadvisor.com

Web: http://strategicmaadvisor.com

Media Contact: Anthony Citrolo, New York Business Brokerage, Inc., 631-390-9650, anthony@nybbinc.com

If You’re Planning to Exit Your Business: What’s Your Long-term Financial Plan?

Learn how to build a successful plan at our Seminar

Date: Sept. 23, 2016
Time: 8 – 10:30 AM
Host: Guardian Life Insurance – Global Headquarters, 7 Hanover Square, New York, NY 10004

We’re living longer, are healthier and have greater assets than ever. The issue is: what kind of life style do you want?

Most people don’t plan to retire at 65; we want to be productive and often need more money. We want to enjoy learning, traveling, working, leaving a legacy, etc.  Yet, we can’t rely on Social Security and low stock market returns.  As we age, health care costs increase.

Will you outlive your current nest-egg?
A failure to plan means a plan to fail.

Our panel of experts will address the variety of issues business owners have:

  • Vincent D’Addona, Strategies for Wealth: How to plan your exit and retirement
  • Dennis McIntosh, B2BCFO: How to maximize your company’s value
  • Anthony Citrolo, Strategic M&A Advisors: How to sell the company profitably
  • Kevin Ghassomian, Attorney at Law: How to navigate your Estate Planning
  • Jerry Cahn, Age Brilliantly: How to use the new platform to “age brilliantly”.

To register, make a $50 contribution to the Alzheimer’s Association using our link: http://act.alz.org/agebrilliantly. Do so by September 16! They will notify us and we will confirm your reservation.

REGISTER HERE

For more information, contact jcahn@AgeBrilliantly.org or 646-290-7664

NYSSCPA Business Exit and Succession Planning Meeting

“ESOPs as an EXIT PLANNING TOOL”
Presented by:
Joseph E. Godfrey III, MBA, CLU, AEP
and
Lloyd S. Foight, MBA, CPA
THE ROSS COMPANIES

Date: Thursday, June 9, 2016
Time: 8:00AM-10:30AM
Networking: 8:00AM-8:45AM
Committee Meeting: 8:45AM-9:00AM
Special Presentation: 9:00AM-9:50AM
Networking: 9:50AM-10:30AM

Sponsored by: Gregory Hoffman, TD Bank, Vice President
Commercial Banking Group – Relationship Manager

Location: Beatriz Pallares, Relationship Manager
TD Private Client Group, a business of TD Wealth
444 Madison Avenue, 11th Floor, (49th & 50th Street)
New York, NY 10022

Pre-registration is required – Limited spots are available in this venue.
There is no charge to attend this presentation.
Please RSVP by June 1, 2016 to Connie Gonzalez at Strategic M&A Advisors (connie@strategicmaadvisor.com) or call 516.346.5271

Earn 1 CPE credit for this meeting by clicking the appropriate link below and registering in addition to confirming your attendance by RSVPing to connie@strategicmaadvisor.com

NYSSCPA Business Exit and Succession Planning Meeting

NYSSCPA Business Exit and Succession Planning Meeting, which will be held on Thursday, May 5, 2016 at 8am-10:30am.  This meeting will be held at the offices of Wilk Auslander LLP, 1515 Broadway, 43rd Floor, New York, NY 10036. 1 CPE credit will be given to attendees.

Topic: “The Steps in the Business Sale and Acquisition Process, Critical Considerations”

The Business Exit and Succession Planning Committee provides a discussion forum and disseminates information to members with respect to various aspects of exit and succession planning for business owners. It consists of CPAs whose practice centers around owners of privately held companies. Our mission is to educate ourselves, our clients and the general public about the many business exit and succession planning techniques and strategies available today. 

Your response is required – Please confirm by replying to this invitation that you will be attending as soon as possible.

  • Pre-registration is required – for security purposes
  • 1 CPE Credit will be given – Click on one of the links below to register!

*For issues with online registration or to register by phone, contact customer service at 1-800-537-3635

Please confirm attendance with Connie Gonzalez at 516.346.5271 or connie@strategicmaadvisor.com.

Tony Calvacca, CBI announces The New York Association of Business Brokers (NYABB) will collaborate with The International Business Brokers Association (IBBA) Affiliate Council to Deliver Cutting-Edge Online Professional Education for Business Brokers

Click here to read the press release at The Business Journals.

Tony Calvacca, Anthony Citrolo and Kyle Griffith of Strategic Merger & Acquisition Advisors (SMAA), illustrate how Business Owners can sell their Business for Top Dollar by using a Bifurcated Transaction Strategy

Click here to read the press release on Yahoo Finance.

Anthony Citrolo Presents Comprehensive Analysis of Benefits Derived by CPA’s When Considering Introducing Exit Planning & Succession Concepts to Clients

Anthony J. Citrolo, CPA/CMAA/CBI presented a comprehensive analysis of the benefits derived by CPA’s when considering introducing Exit Planning & Succession concepts to their clients.   The discussion focused on the core steps involved in the Exit Planning process, how to present these concepts to clients, how to identify the segment of business owners who qualify and are the most likely to benefit from these concepts and what the obligation is of the CPA. He is the Vice Chair of the Exit and Succession Planning Committee in the New York State Society of CPA’s.  Anthony Citrolo is a CPA, Certified Merger & Acquisition Advisor and founding partner of NY Business Brokerage, Strategic M&A Advisors and NYBB Commercial Real Estate all headquartered in Woodbury.  Anyone interested in learning more about the benefits of Exit and Succession Planning for their clients or their individual business can contact Anthony Citrolo at NY Business Brokerage and Strategic M&A Advisors at 631.390.9650.

Anthony Citrolo Completes Two Years as President of the Accountant/Attorney Networking Group (AANG)

Anthony J. Citrolo, CPA/CMAA/CBI had completed two years as president of The Accountant/Attorney Networking Group (AANG).  The Accountant Attorney Networking Group is comprised solely of practicing accountants and practicing attorneys who service multiple clients. The purpose of the group is to facilitate networking between and among accountants and attorneys.  In his two years as president membership increased by 25%, a New York City AANG group was convened and now has a full complement of meetings and members and the AANG board was expanded in response to the needs of the group.  Highlights of the past year included two of the most successful AANG events which were held in May and October at the Cresthollow Country Club and Garden City Hotel.  Anyone interested in more information about AANG is asked to contact Anthony Citrolo at NY Business Brokerage, Inc. and Strategic M&A Advisors at 631.390.9650.

Anthony Citrolo Named Chairman of the Board of Easter Seals New York-Long Island and a New York State Board of Director

Anthony J. Citrolo, CPA/CMAA and President of AANG has been named Chairman of the Board of Easter Seals New York-Long Island Board as well as a New York State Board of Director. Easter Seals New York provides programs and services to children and adults with disabilities and other special needs, and their families. Long Island programs include those which educate children and provide vocational assistance and jobs for veterans. Easter Seals also sponsors an adult Quad-Rugby team based on Long Island. Anthony Citrolo is a CPA, Certified Merger & Acquisition Advisor and founding partner of NY Business Brokerage, Strategic M&A Advisors and NYBB Commercial Real Estate all headquartered in Woodbury. Anyone interested in more information or in assisting the terrific missions those Easter Seals champions (Education of Children with disabilities, Vocation (Vets2Jobs program), Recreation (Quadriplegic Rugby) are asked to contact Anthony Citrolo at NY Business Brokerage, Inc. and Strategic M&A Advisors at 631.390.9650.

Anthony Citrolo Quoted in Newsday Article “Small Business: Could a merger or acquisition help your business?”

Read the article here.

Memberships