NYABB Virtual Meeting
The Meaning of the Balance Sheet in Transactions
Wednesday, September 28th at 8am
- Why the balance sheet has so much impact when selling or buying a company.
- How the balance sheet can derail a transaction.
- We will examine topics including the effect of accounts receivable, inventory (book and physical), working capital, debt and the effect on transactions, doing deals cash/debt free
FEATURED SPEAKER:
RICHARD STERN, CPA
Bloom Hochberg & Co, P.C. LLP
Richard Stern, CPA, is a Partner at Bloom Hochberg & Co, P.C. LLP. While he serves clients in a broad range of industries, his focus is on media and entertainment with a particular focus on serving the commercial, film and television industry including film equipment rental companies, directors, editors and music producers, as well as creative services. Mr. Stern also deals with production tax credits available for the film, television and commercial industry in certain states. He advises clients on all facets of accounting and tax matters including setting up corporate entities to obtain tax credits in an expedited and efficient manner.
MODERATOR:
ANTHONY J. CITROLO, CPA, CEPA, CM&AA
The NYBB Group
Anthony J. Citrolo is a Managing Partner and Founder of The NYBB Group, LLC and NYBB Commercial Real Estate. Anthony represents privately held companies seeking professional representation from an intermediary as they look to sell what is typically their largest asset, their family-owned business and often the associated real estate. Anthony’s clients include private equity groups, individual entrepreneurs, independent financial sponsors and companies with annual revenues of $5 million to $50 million. These are typically companies with adjusted EBITDA of $500K to $5 million. Anthony represents clients in all industries, with specialties in business services, HVAC including contractors across the entire spectrum and construction.
