Events

Oct
29
Tue
M&A Alliance Round Table hosted by Kyle Griffith @ Jewel Restaurant
Oct 29 @ 11:45 am – 1:30 pm

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)

http://jewelrestaurantli.com

Nov
4
Mon
Lou de la Prida at the NERUCA conference @ MGM Springfield
Nov 4 – Nov 5 all-day

Lou de la Prida will be at the NERUCA conference.

North East Regional Urgent Care Association (NERUCA)

Lou will be an exhibitor, and presenting speakers at the event.

Advanced Registration is required to attend the conference.

MGM Springfield – Springfield, MA 01103

Nov
6
Wed
Succession Strategies for a Family Owned Business with Kyle Griffith @ Queens Chamber of Commerce Conference Room
Nov 6 @ 8:00 am – 9:30 am
Nov
14
Thu
Executive Breakfast hosted by Anthony Citrolo @ Upstairs Conference Room
Nov 14 @ 8:30 am – 10:00 am

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

Nov
22
Fri
New York Conference of CPA Practitioners with Anthony and Tony @ Cresthollow Country Club
Nov 22 @ 11:15 am – 12:45 pm

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.*

Memberships