On Demand Webinar Series: Pre-Transaction Planning with Lou de la Prida

On Demand Webinar Series: Pre-Transaction Planning with Lou de la Prida

Webinar originally aired:  May 13, 2020

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. Not surprisingly, terms such as PPP, EIDL, and Cash Management have become part of the business lexicon of CEOs and business owners everywhere.

 

Yet as the crisis continues, businesses may need additional strategies to preserve the value of their firms. One such strategy is to sell or merge their business. But that is not easy to do in the best of circumstances, much less during a crisis.

 

How, then, can a business owner prepare themselves to transition their most important asset? The answer is to prepare not just their business but also themselves.

 

In other words, when it comes to M&A, it’s not just business; it’s personal, too.

 

Please join Luis de la Prida at the NYBB group as he moderates a discussion among the leading personal and business advisors in New York.

 

Robert S. Barnett, Partner –  Capell Barnett Matalon & Schoenfeld, LLP

Robert S. Barnett, CPA, Esq., is a founding partner of Capell Barnett Matalon & Schoenfeld LLP, Attorneys at Law. His practice is highly concentrated in the areas of taxation, trusts, estates, corporate and partnership law, and charitable planning.   His experience includes Surrogate’s Court practice, tax dispute resolution, and Tax Court representation.  He frequently assists clients in structuring financial transactions and charitable gifts.

Robert applies creative and practical solutions to estate and business planning. He has served on many committees and is a frequent lecturer on numerous aspects of tax and business law. He is an active participant and serves on many professional and charitable boards.

Robert is a frequent lecturer and writer. His articles and lectures encompass a wide variety of topics, including business succession, estate planning, charitable planning, generation-skipping, stock options, effective strategies for removing tax liens, business taxation, utilization of the marital deduction and partnership elections.

Robert received his juris doctor in 1986 from Fordham University, where he graduated cum laude and was a member of the Fordham Law Review. He graduated magna cum laude from Hofstra University, where he received his Bachelor’s degree in accounting. Robert holds a Master’s degree in taxation as the recipient of the highest dean’s award. He is admitted to practice law in New York, Virginia and Washington, D.C.

 

Anthony Citrolo, Partner – The NYBB Group

Anthony is a CPA with over 40 years of experience in business management, tax, operations and finance. He is a Certified Mergers & Acquisitions Advisor(CMAA) and the Managing Partner and founder of The NYBB Group.  Anthony is also a NYS Real Estate broker and founder of NYBB Commercial Real Estate, Inc.  He also holds 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).

In his role as managing partner, he works directly with business owners, guiding them through every aspect of the selling or acquisition process.  Anthony also works closely with M&A Advisors and staff on the financial and operational analysis of each case to ensure that there is a maximum benefit and value in each transaction.

Anthony is a recognized leader in providing exit and succession planning guidance. He has been named an industry expert by Business Brokerage Press, Inc., a national publisher of educational content for intermediaries and business brokers.  Anthony co-founded and is presently on the board of the Long Island chapter of the Alliance of Merger and Acquisition Advisors.

 

Mark Kravietz, Managing Partner, Founder – Aline Wealth

Mark Kravietz offers financial solutions with a decidedly human touch. He brings a consummate investment acumen to the full range of clients’ challenges, supplemented by considerable insight in exit strategy. His knowledge of financial, investment and exit planning has helped clients through difficult economic and market cycles. “I help clients every step of the way in their success,” he says, “from building it to sharing it with their loved ones when that time comes.”

Mark holds the Certified Financial Planner (CFP®) designation, as well as the Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business. He specializes in exit planning and achieved the prestigious accreditation of Certified Exit Planning Advisor (CEPA®) from the University of Chicago’s Booth Business School.

He is a founding member and President of the New York Chapter of the Exit Planning Institute (EPI). Mark has been recognized for efforts in exit planning—he was received EPI’s 2016 Leader of the Year award at the Exit Planning Institute’s International Conference and was honored in 2014 with the Excellence in Planning and Volunteer of the Year Award.  Mark was named among the top 31 wealth advisors in New York state in both 2019 and 2020 by Forbes Magazine. He has been the subject of articles in a variety of publications and has made radio appearances. Mark also has a podcast about how to successfully exit your business called “Find Your Exit.”

 

Gabriel G. Lengua, Partner – PKF O’Connor Davies

Gabriel G. Lengua, CPA, is an assurance partner with 30 years of accounting and consulting experience. Gabe leads our consumer goods group and has serviced many companies from startups to the Fortune 500 in a variety of industries.

He has extensive experience with consumer product (wholesale and retail), distribution and service companies as well as international companies and mergers and acquisitions. His experience with mergers and acquisitions includes due diligence, buy/sell side representation, post-merger integration and exit readiness.

He has also developed various thought leadership for the Firm including our quarterly newsletter, Dealings, and our M&A Summit and Consumer Goods Forum. Gabe was previously a partner at a smaller regional firm as well as a national firm. He was also the Chief Operating Officer of a credit monitoring company focused on the retail sector.He enjoys sports and has coached youth baseball and basketball for many years.

 

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.

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