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DTSTART:20151112T143000Z
DTEND:20151112T160000Z
LOCATION:Denver Athletic Club, Centennial Room
UID:1173120151112T143000ZESOPs as an Exit Strategy for Business Owners
DTSTAMP:20260409T000222Z
DESCRIPTION:\n \n \nDenver Athletic Club\n \n1325 Glenarm Place, Denver, CO 80204\n \nCentennial Room\n \n \n \nThe Program:\n \nESOPs as an Exit Strategy for Business Owners\n \n \n \nPresented By:\n \nJay Powers is a Senior Director with BDO, LLP and also works with the Corporate Finance affiliate, BDO Capital Advisors, LLC. He has more than 20 years of corporate financial advisory experience and has provided services to clients for a variety of purposes, including fairness opinions for corporate transactions; solvency opinions; valuation analyses for leveraged and unleveraged ESOPs and advisory services related to the sale; merger and divestiture of privately held companies and public and private company subsidiaries.  \n \n \n \nPreviously Jay was the Practice Leader for ESOP Advisory Services for Navigant Capital Advisors, LLC, a division of Navigant Consulting, Inc.; a Managing Director and Group Head of ESOP Investment Banking with Citi Capital Strategies, a division of Citigroup, leading M&A execution in the Southeast and ESOP deal execution across the U.S.; a Managing Director with Duff & Phelps, LLC, in the ESOP Advisory Group; held senior positions at two national financial advisory firms and was in the financial advisory groups of BDO USA, LLP and Ernst & Young, LLP, as well as NationsBank (now Bank of America). \n \nJay is a professional member of the ESOP Association and the National Center for Employee Ownership (NCEO), and frequently speaks on valuation topics at events sponsored by both of these organizations. In 2005, James was elected to the board of directors of Prevent Blindness Georgia, a non-profit organization that provides free vision screening tests to preschool children and elderly patients \n   \n \nThe meeting begins with breakfast at 7:30 a.m.  Free parking is available in the Denver Athletic Club parking garage.  Please notify the parking attendant that you are there for the meeting.\n \nMembers are invited to bring guests.  We do not charge for guests at this time.  Printed copies of the presentation will not be available at the meeting.  A copy of the presentation will be available on the website prior to the meeting.\n ------\n\nThis presentation qualifies for CPE credit in Colorado.\n \nLearning objectives: This program is intended to inform participants on Estate Planning Issues.\n \nInstructional delivery method: Live instructor\n \nCPE credits: 1 (one) hour\n \nField of study: Estate Planning\n \nPrerequisites: None\n \nProgram Level: Basic\n \nAdvance Preparation: None\n \nProgram Description:\n \nCourse Registration Requirements: Respond to Evite invitation or email Stephanie Hill at steph.hill@yahoo.com\n \nRefund Policy: N/A, cost included in annual membership dues\n \nComplaint Resolution Policy: Complaints regarding CPE programming can be submitted to DEPC, P.O. Box 370596, Denver, CO 80237 or to denverecp@gmail.com.\n ------\n\nPlease remember that membership dues are due by November 12, 2015. If you have not yet paid your dues, please click on [Member Renewal](http://www.denverestateplanningcouncil.org/members/renewal) to pay online or mail a check to:\n \nDenver Estate Planning Council\n P.O. Box 370596\n Denver, CO 80237\n \nMake sure to watch your inbox for a survey from the Board. This is your chance to give us your feedback on presentations, meeting facilities, or any other aspect of the Council.\n ------\n\nYou are invited to email our office manager, Stephanie Hill, at steph.hill@yahoo.com with any questions.\n
SUMMARY:ESOPs as an Exit Strategy for Business Owners - Denver Estate Planning Council 
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