Anchin is a forward-thinking, century-old accounting firm that helps privately-held food and beverage clients develop successful strategies that directly impact their growth and profitability. From assisting them with cash flow analysis to helping them strategize how to attract talent and win more shelf space, we collaborate with our clients to give them the support they need to make smart business decisions. We are thrilled to be a part of the Naturally NY community and want to offer a few best practices and tips for growing companies and address your questions and concerns.
Brent Lessey and Stephen Plattman, Partners at Anchin and friends of Naturally New York, will highlight common questions, challenges and possible areas of opportunity for CPG brands.
We invite participants to ask questions, either about materials presented, or points of concern specific to their companies.
We hope you will join us for what is sure to be an informative and engaging event!
Stephen Plattman, CPA, CGMA, is an Accounting and Audit Partner at Anchin. He is Co-Leader of the Firm’s Private Equity Group and a key member of the Firm’s Food and Beverage and Cannabis Groups. He is also a member of Anchin’s Transaction Advisory and Public Company Services Group. Steve brings his clients over 30 years of experience in both the public and private sectors, including national accounting firm experience.
Steve works closely with multistate private companies on accounting and tax matters, as well as advising them on finance and business issues. His client roster includes domestic and international companies primarily focused on consumer products including food and beverage, fashion and beauty. His roster of clients also includes manufacturing, transportation and logistics, biotech, and life sciences companies.
Steve has played a major role in guiding his clients in the execution of growth strategies which include assisting with due diligence and transaction structuring as well as raising equity and debt financing. Steve also has substantial experience with public companies; he oversees SEC compliance requirements involving financial reporting in addition to advising CFOs and other top management on mergers and acquisitions and capital raises.
Steve is a member of the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (NYSSCPA) and the New Jersey State Society of Certified Public Accountants (NJSSCPA).
Brent Lessey, CPA, MST, is a Tax Partner within Anchin’s Tax Department. He is also a member of the firm’s Consumer Products Group and Leader of the MWBE Services Initiative. He has over 10 years of experience providing business and tax planning services to privately held companies and investors. His clientele include many emerging brands, manufacturers, distributors and retailers in the consumer products space.
Brent is a member of the Firm’s Transaction Advisory Services practice and is part of Anchin’s Economic Opportunity Zones Group.
He advises clients at every stage of their business lifecycle – from the beginning phases such as raising equity, through the high growth period and during the final exit stages of their business. He has experience performing tax due diligence services on both the buy side and sell side of a transaction, as well as in tax compliance services.
Brent is also one of the firm’s experts in complex partnership transactions, partnership allocations, §199A (Pass-through deduction), Qualified Opportunity Zones and Qualified Small Business Stock.
In addition to client responsibilities, Brent also contributes to the career development of Anchin’s professional staff through the firm’s mentorship program and leads in-house professional development CPE seminars. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA). He was selected to participate in the NYSSCPA’s Leadership Institute (NLI), and was featured in Crain’s list of Notable Leaders in Accounting and Consulting.