Considering employee ownership? Let the experts help out! Join us on January 18, 2017 for our third breakfast workshop, cosponsored by Denver’s Office of Economic Development.
Our experts are some of leading lawyers and CPAs for employee ownership, including
- Jason Wiener, Jason Wiener P.C.
- Lucas Denberg of Zick Business Advisors,
- Doug Dell of KeyBank
- Linda Phillips of Phillips Law Offices
They will answer your questions about converting your business and share their expertise on the intricacies of employee ownership.
This workshop will meet at The Commons on Champa at 1245 Champa St., Denver, CO 80204.
Doors open at 7:30am for breakfast and the program begins at 8:00am
Please reserve your space by emailing Carrie Singer.
Doug Dell is an experienced corporate banking group team leader and regional executive with KeyBank, a CPA and a seasoned advisor with over 25 years in commercial and investment banking. He has additional experience in industry as the CFO of a middle market manufacturing company. With experience on both sides of the table as banker and CFO, Doug and his team gain a quick and thorough understanding of your business and provide financial solutions that build value in your business.
Linda has been an attorney since 2004 and was a paralegal for 9 years before then. Prior to working in the legal industry, she enjoyed other business opportunities over many years (telecommunications, banking, marketing, commercial property management) that have helped her immensely in advising her clients. With more than 30 years of business and legal experience, she primarily focuses on business and commercial law with an emphasis on cooperatives as a business model for many industries. Phillips Law Offices specializes in helping cooperatives, small businesses and entrepreneurs with their legal and business planning needs.
Jason is the Principal at Jason Wiener, P.C., a boutique law and business consulting practice providing expertise to social enterprises and mission-driven business models of all sizes and in all phases. His specialties include sharing economy law, social and regenerative enterprise, public benefit corporations, employee-ownership and cooperatives. Jason has been the in-house General Counsel with Namaste Solar (an employee-owned cooperative and certified B-Corp). He has advised numerous clients through socially responsible recapitalizations and conversions to cooperatively owned business models.
Zick Business Advisors, Inc. is a Colorado professional corporation of Certified Public Accountants and Certified Valuation Analysts, founded in 1971. Their practice is primarily focused on the needs of closely held businesses and business owners, as well as high net worth individuals. They provide tax and financial reporting services, business valuation services, and a variety of consulting services. They are experts in working with companies which maintain qualified Employee Stock Ownership Plans (ESOPs) and their Plan Trustees. In fact, they’re an ESOP company themselves—the first CPA firm in Colorado to implement an ESOP based ownership structure.