Planning for a Successful Business Exit Strategy

Considering your next move? Whether it's a merger, acquisition, or exploring other strategic options, get the expert guidance you need for a successful business exit. Co-hosted by Edward Jones, The NYBB Group, and Sales Tax Defense LLC, we will cover the essential elements of planning your exit, from navigating complex transactions to avoiding potential sales tax liabilities. Plus, gain effective retirement planning strategies to ensure long-term financial security.

We are proud to have the following speakers:

Anthony Citrolo, CPA, CEPA, CMAA, Managing Partner of The NYBB Group

Vince Perrotta, AWMA, CRPC, AAMS, CEPA, Financial Advisor at Edward Jones

Mark L. Stone, CPA, MST, Managing Partner of Sales Tax Defense LLC

Enjoy an opportunity to network, enjoy light treats, and earn 2 credits of NY-CPE.

Nonrefundable tickets are $5 each, and limited. Proceeds to benefit the Leukemia & Lymphoma Society, a recognized 501(c)(3).

Please contact April Sontag at [email protected], or call 631-491-1500 x21 with any questions.

Event Venue & Nearby Stays

Sales Tax Defense LLC, 2000 Deer Park Avenue, Deer Park, United States