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COVID-19: On-Demand Webinars

WEBINAR: Exploring and Evaluating Opportunities in Today’s Market – Successful Strategies for Identifying and Pre-Qualifying Buyers

February 11, 2023

Gettry Marcus CPA, P.C. is Pleased to Present Exploring and Evaluating Opportunities in Today’s MarketSuccessful Strategies for Identifying and Pre-Qualifying Buyers Thursday, May 11, 2023 | 12:00 p.m. – 1:00 p.m. Webinar Description You’ve been receiving unsolicited calls and e-mails from business brokers on a regular basis who claim that they can sell your business for tens of millions of dollars. In many cases, they are making these representations without ever being given any financial information about your business. Yet you are curious to hear more, but just not sure how or if you should proceed. You recognize that “going down […]

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WEBINAR: Selling Your Business – A Practical Approach to Negotiating Deal Terms – How to Avoid the Most Common Pitfalls In Deal Negotiations

February 10, 2023

Gettry Marcus CPA, P.C. is Pleased to Present Selling Your Business – A Practical Approach to Negotiating Deal TermsHow to Avoid the Most Common Pitfalls In Deal Negotiations Thursday, April 6, 2023 | 12:00 p.m. – 1:00 p.m. Webinar Description You are considering selling your business or will soon be entering into negotiations with a prospective buyer. While the negotiated purchase price is of primary importance, other “devils are in the details” terms of a proposed transaction can be equally important to avoid unintended consequences leading up to and/or after the transaction closes. Gettry Marcus’ M&A Transaction Advisory Services Group invites […]

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WEBINAR: Exit Planning for Business Owners – Creating a Strategic Plan to Ensure a Profitable Transition to Retirement (or Your Next Phase in Life)

February 9, 2023

Gettry Marcus CPA, P.C. is Pleased to Present Exit Planning for Business OwnersCreating a Strategic Plan to Ensure a Profitable Transition to Retirement (or Your Next Phase in Life) Thursday, March 2, 2023 | 12:00 p.m. – 1:00 p.m. Webinar Description As a business owner, you’ve invested so much of your working life in your business – growing the business, managing your employees, putting out fires. And now your situation has changed – maybe planning for retirement; perhaps an unexpected event in your life has taken place; maybe it’s just the right time to “cash out”; or maybe it’s just time to […]

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WEBINAR: M&A Due Diligence: What to Expect, How to Plan, and How Due Diligence Impacts Purchase Price

May 6, 2022

Gettry Marcus CPA, P.C. presentedM&A Due Diligence: What to Expect, How to Plan, and How Due Diligence Impacts Purchase Price Thursday, June 16, 2022 | 12:00 p.m. – 1:00 p.m. Join Gettry Marcus CPA, P.C. for a webinar in our continuing M&A Series focusing on M&A Due Diligence.  Lee Ferber, partner-in-charge of the firm’s Business Advisory and M&A Transaction Advisory Service Groups, will guide the discussion on what to expect, how to plan, and best practices to maximize purchase price. Moderator Lee Ferber, CPA, is partner-in-charge of Gettry Marcus’ Business Advisory and M&A Transaction Advisory Service Groups and Co-Chairs the […]

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WEBINAR: The Pandemic’s Impact on Selling Your Business: Valuation Issues, Deal Structuring, and Negotiating Strategies

November 15, 2021

Gettry Marcus CPA, P.C. presented The Pandemic’s Impact on Selling Your Business: Valuation Issues, Deal Structuring, and Negotiating Strategies Thursday, December 9, 2021 | 12:00 p.m. – 1:00 p.m. Join Gettry Marcus CPA, P.C. for the second webinar in our 3-part M&A Series, focusing on the pandemic’s impact on selling your business. Lee Ferber, partner-in-charge of the firm’s Business Advisory and M&A Transaction Advisory Service Groups, will guide the discussion on what to expect, how to plan, and best practices to maximize purchase price.  Moderator Lee Ferber, CPA, is partner-in-charge of Gettry Marcus’ Business Advisory and M&A Transaction Advisory Service […]

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WEBINAR: Selling Your Business – An Overview of the M&A Process

September 23, 2021

Gettry Marcus CPA, P.C. presented Selling Your Business – An Overview of the M&A Process Thursday, October 21, 2021 | 12:00 p.m. – 1:00 p.m. Join Gettry Marcus CPA, P.C. for the first webinar in our 3 part M&A Series, focusing on the M&A Process. Lee Ferber, partner-in-charge of the firm’s Business Advisory and M&A Transaction Advisory Service Groups, will guide the discussion on what to expect, how to plan, and best practices to maximize purchase price.  Moderator Lee Ferber, CPA, is partner-in-charge of Gettry Marcus’ Business Advisory and M&A Transaction Advisory Service Groups and Co-Chairs the firm’s Health Care […]

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WEBINAR: Apocalypse Now – Residency During the Pandemic

August 31, 2021

Gettry Marcus CPA, P.C. and Capell Barnett Matalon & Schoenfeld presented Apocalypse Now: Residency During the Pandemic Thursday, September 30, 2021 | 12:00 p.m. – 1:00 p.m. Join Gettry Marcus CPA, P.C. and Capell Barnett Matalon & Schoenfeld for a discussion on New York State/New York City residency audits and telecommuting. If you are moving out of New York, or if you have multiple residences, you are at risk of an audit. We will focus on best practices and planning. Domicile, statutory residency, and the 183-day rule are included.  Program Panelists Dean L. Surkin is a tax director at Gettry […]

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WEBINAR: Tax Aspects of Selling a Business – Pass-through Entities

July 20, 2021

Gettry Marcus CPA, P.C. presented Tax Aspects of Selling a Business – Pass-through Entities Wednesday, August 25, 2021 | 12:00 p.m. – 1:00 p.m. Join Gettry Marcus CPA, P.C. for our upcoming discussion exploring the tax consequences and strategies for structuring sales of a business, or interest in a business operated as a partnership, LLC, or S corporation. This discussion will offer information on matters such as: Asset vs. Entity Sales  Asset Category Allocations  Options for Buying Out a Partner or Shareholder  The Transaction Process from Negotiations to Closing Program Panelists Dean L. Surkin, JD, LLM, is a tax director […]

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WEBINAR: Buying or Selling a Business in a COVID Environment

February 10, 2021

Gettry Marcus CPA, P.C. presents Buying or Selling a Business in a COIVD Environment Wednesday, February 24, 2021 | 9:00 a.m. – 10:00 a.m. Join Gettry Marcus, CPA, P.C., Lowenstein Sandler, and Carl Marks Advisors for our upcoming discussion offering financial, legal, and tax insights related to buying or selling a business in today’s ever-changing pandemic environment. This discussion will offer information on matters such as: Finding a Buyer or Seller Private Equity vs. Strategic Projections & Forecasts Terms & Negotiation Due Diligence Indemnification Purchase Price Allocations Tax Structuring Program Panelists Vincent Paolucci, CPA, MST, Partner at Gettry Marcus, CPA, […]

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WEBINAR: Paycheck Protection Program as Amended by the Economic Aid Act

January 11, 2021

Gettry Marcus CPA, P.C. presented Paycheck Protection Program as Amended by the Economic Aid ActIncluding Guidance and Planning for PPP 2, the Employee Retention Credit, and Updates on PPP Loan Forgiveness Friday, January 15, 2021 | 10:00 a.m. – 11:00 a.m. Join Gettry Marcus, CPA, P.C. and Campolo, Middleton & McCormick, LLP for our continuing webinar series on the recently passed Economic Aid Act (“EAA”), which has amended the Paycheck Protection Program (“PPP”) and now includes an Employee Retention Credit (“ERC”). The EAA has provided updated guidance regarding the first round of PPP loans (“PPP 1”) and announced provisions with respect to […]

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