“Putting our medical practice in the hands of Grassi and Co. has been one of the smartest business decisions we have ever made. We have been consistently delighted with the service they provide and frequently recommend them to our colleagues. ”

Paul Krawitz, M.D., President, Huntington Eye Care Associates

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Robert E. Grote, CPA

Robert E. Grote, CPA, Partner

"A client had no viable strategy for an exit plan, and their succession plan would have forced them to go bankrupt. We helped the client create a comprehensive plan, including an S-Corp employee stock ownership plan (ESOP), along with deferred compensation arrangements. This plan pleased both the client and their credit grantors. We created an environment where 40% of their overhead (taxes) was eliminated and laid out a successful plan for the future of the company."

Robert E. Grote is a partner at Grassi & Co. He specializes in public accounting, tax planning and management consulting. He provides expert guidance to clients in internal control assessment, fraud prevention and investigation, cash flow and budget planning and projection, acquisition or lending due diligence, and employee benefit plan development. Since beginning his career in 1993, he has served clients in a variety of industries, including manufacturing, distribution, construction, real estate, professional service, and not-for-profit.

Rob has led many educational seminars and written articles on employee stock ownership plans (ESOPs) and corporate succession planning. Rob takes a proactive, yet patient and team-focused approach with clients as he develops strategies and applications to help them succeed. In addition to providing excellent advice and service to clients, Rob holds a special place in the hearts and minds of the Grassi & Co. staff as the architect of the firm's Mentor-Protégé Program. The program pairs staff members with designated mentors, who help them develop technical and interpersonal skills.

Rob is active in numerous industry trade organizations, such as the Institute of Management Accountants (IMA), where he serves as a Board member and Vice President of Communications. In addition, he is a member of the New York State Society of CPAs (NYSSCPA) and the American Institute of Certified Public Accountants (AICPA).  Always looking to give back to the community, Rob serves on Board of the Nassau County Chapter of the American Red Cross and is also on the organization's audit committee. Rob was named to Long Island Business News' 40 Under 40 Class of 2008, recognizing his success and accomplishments. Rob holds a Bachelor of Science Degree in accounting from St. John's University, where he graduated magna cum laude.