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

Gettry Marcus CPA, P.C. is Pleased to Present
Exit Planning for Business Owners
Creating 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 take your life in a new direction.

Gettry Marcus’ M&A Transaction Advisory Services Group invites you, as part of its continuing M&A Webinar series, to attend their upcoming webinar Exit Planning for Business Owners, for an interactive discussion that will help you navigate the challenging, and often emotional, decisions that need to be addressed as you start planning a for future exit from your business.


Lee Ferber, CPA, is partner-in-charge of Gettry Marcus’ M&A Transaction Advisory Services and Health Care Consulting Groups. He has been a Partner with Gettry Marcus CPA, P.C. since 1999. As partner-in-charge of the firm’s M&A Transaction Advisory Services Group, he works collaboratively with business owners and their management teams, advising in all phases of the sale of their business, from early-stage planning through final transaction execution.


Joseph G. Milizio, Esq., is the Managing Partner at Vishnick McGovern Milizio LLP and the Exit & Succession Planning Practice Leader. Mr. Milizio represents start-up and established businesses, providing day-to-day general counsel and advice. He has significant experience in various areas of transactional law with an emphasis on business transactions, including acquisitions, sales, entity and owner representation, franchising, leasing, and transactional real estate matters. He represents a wide range of businesses, including retailers, manufacturers, real estate entities, healthcare providers, and other professional industries and organizations.

Anthony J. Citrolo, CPA, CEPA, CM&AA, 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. Anthony represents clients in all industries, with specialties in business services, HVAC including contractors across the entire spectrum, and construction.

Watch On-Demand