ESOPs as an Exit Strategy for Business Owners
Denver Athletic Club
1325 Glenarm Place, Denver, CO 80204
Centennial Room
The Program:
ESOPs as an Exit Strategy for Business Owners
Presented By:
Jay 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.
Previously 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).
Jay 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
The 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.
Members 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.
This presentation qualifies for CPE credit in Colorado.
Learning objectives: This program is intended to inform participants on Estate Planning Issues.
Instructional delivery method: Live instructor
CPE credits: 1 (one) hour
Field of study: Estate Planning
Prerequisites: None
Program Level: Basic
Advance Preparation: None
Program Description:
Course Registration Requirements: Respond to Evite invitation or email Stephanie Hill at steph.hill@yahoo.com
Refund Policy: N/A, cost included in annual membership dues
Complaint Resolution Policy: Complaints regarding CPE programming can be submitted to DEPC, P.O. Box 370596, Denver, CO 80237 or to denverecp@gmail.com.
Please remember that membership dues are due by November 12, 2015. If you have not yet paid your dues, please click on Member Renewal to pay online or mail a check to:
Denver Estate Planning Council
P.O. Box 370596
Denver, CO 80237
Make 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.
You are invited to email our office manager, Stephanie Hill, at steph.hill@yahoo.com with any questions.
