I’m a CPA and CEPA, and the founder of The NYBB Group, where we advise on mergers and acquisitions for companies with $3M to $100M in revenue.
Professions
Accountant
Consultant
Insurance
M&A Intermediary
Functional Expertise
Business growth
Buy side/Acquisitions
Entrepreneurship
Facilitation
Financial Modelling
Leadership Development
Management succession
Mergers
Private equity
Real estate
Sell side/Divestiture
Transaction advisory
Transaction intermediary
Exit/Transition Planning
Worker cooperatives
Business Focus
Family business sales $3M-$100m revenue
Professional Certification
CPA, CM&AA, CEPA
Transition Planning Certification or Methodology
CEPA
Client Industries
Business Services
Computer/Electronics
Consumer Services
Education
Health/Pharma/Biotech
Manufacturing
Real Estate/Construction
Software/Internet
Transportation/Storage
Wholesale/Distribution
Client Results
We create options for business owners by bringing forward multiple qualified buyers capable of successfully completing an acquisition.
Chapter information
Membership
Connecticut + Tri-State Individual
Member since
Member for 6 years
Why I'm a Member of XPX
We partner with the Exit Planning community to execute transactions as your M&A advisor, and we also deliver comprehensive business valuation services.