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Business Exits by Anthony J. Citrolo
Certified Public Accountant
Certified Merger & Acquisition Advisor
Certified Exit Planning Advisor
Anthony is a seasoned M&A professional who specializes in advising middle-market and privately-held companies, especially family-owned businesses, in their search of either a successful exit or targeted acquisition. He is a Certified Public Accountant, currently licensed in multiple states and provider of CPE for fellow CPAs. In addition, Anthony is a Licensed Real Estate Broker.
After beginning his public accounting career with Deloitte, Anthony has since owned and operated several successful businesses including being the founding member of New York Business Brokerage, the legacy company to The NYBB Group, LLC. and NYBB Commercial Real Estate. Anthony remains a Senior Managing Partner with NYBB, where he continues to represent privately held companies as they look to sell what is typically their largest asset, their family-owned business, and often, the associated real estate. It is estimated that between 50% and 90% of the business owners net worth is trapped in their business.
Service Area Expertise
Exit Strategy — You can Exit on Your Own Terms
Exit Planning — More than ½ of All Business owners have NO Exit Plan
Anthony is an advisor to business owners seeking to monetize the time and effort they have invested in their companies. The primary means is through a successful exit. Many owners do not consider an exit until right before they decide to sell, which often leaves a lot of money on the table, it brings on a feeling of guilt with much dissatisfaction with the outcome. Anthony guides you in this process, preparing you to exit your company when you want to exit, how you want to exit.
The primary client base that Anthony has represented in these types of transactions are lower middle market to mid-market, family-owned businesses and privately held companies. It is no surprise that this type of client base is his sweet spot because he has been an independent business owner for nearly 40 years, bringing personal experience and empathy that great leaders provide to the fellow owners.
Anthony has been a CPA for over 40 years and is also a Certified Exit Planning Advisor (CEPA), CMAA, and has qualified as both a Certified Valuation Analyst (CVA) and Certified Business Intermediary (CBI).
Anthony offers a complete Exit evaluation in the Exit Planning Lab which moves you toward a successful exit…
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Maximize Value with Value Acceleration
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Minimize Taxes with proper timing and advice.
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Exit at the Right Point in Time
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Exit on Your Terms
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Achieve Financial Independence
The Exit Planning Lab evaluates the 3 legs of the stool:
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Your personal readiness
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Your business’s desirability.
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Your overall financial fitness
Anthony offers a rich service for owners selling their business specializing in small and mid-sized, privately held and family-owned companies with revenues from $1M to $100 Million. The service provides complete confidentiality, years or transaction experience and an industry insider’s perspective which results in maximum value and minimum anxiety for the owner when evaluating what is typically their largest holding.
Many business-related sales come with the related Real Estate which is often a substantial asset. To offer a complete and knowledge filled experience, Anthony is a qualified New York State Real Estate Broker and founder of NYBB Commercial Real Estate with a keen eye on the marketplace.
Mergers & Acquisitions — Sell Side Advisory Services
For lower middle market and larger-market companies which seek the advantages derived by embracing targeted acquisitions as part of their strategy for expansion, Anthony has created a “Corporate Acquisition Program” program. The benefit is including a business development strategy in smaller companies that is typically executed routinely in Fortune 1000 companies. This has provided an excellent source of accretive value and needs to be part of a comprehensive growth strategy.
Mergers & Acquisitions — Corporate Acquisitions
Anthony is a certified member of the John Maxwell Team (JMT). He is a JMT certified speaker, coach, and trainer. As part of the JMT, he coaches individuals and teams on leadership. He often presents on pertinent topics related to Exit Strategy, Mergers & Acquisitions and Leadership Topics which fashion a path to a lucrative liquidity event.
Prior presentation audiences have included the New York Society of CPAs, the National Conference of CPA Practitioners, the Nassau and Suffolk County Bar Association. He offers accredited CPE courses for CPAs through his NASBA certification.
Professional Coaching, Training, Speaking
Affiliations
