[vc_row][vc_column][vc_single_image image=”766″ img_size=”1165×146″ alignment=”center”][/vc_column][/vc_row][vc_row][vc_column width=”1/6″][/vc_column][vc_column width=”2/3″][vc_custom_heading text=”The Rocky Mountain Region has a strong network of professionals supporting employee owned businesses. While not fully comprehensive, RMEOC would like to recognize our members who are helping advance employee-ownership. ” font_container=”tag:h4|font_size:22|text_align:center|line_height:1.5″ google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:300%20light%20regular%3A300%3Anormal”][/vc_column][vc_column width=”1/6″][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”60px”][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”12px”][vc_single_image image=”893″ img_size=”600×48″ alignment=”center” css_animation=”fadeIn”][vc_empty_space height=”18px”][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”48px”][/vc_column][/vc_row][vc_row][vc_column][vc_row_inner][vc_column_inner width=”1/4″][vc_single_image image=”927″ img_size=”260×260″ alignment=”center” css_animation=”fadeInLeft”][/vc_column_inner][vc_column_inner width=”1/4″][vc_column_text css_animation=”fadeInLeft”]

Zick Business Advisors, Inc.

Eric Ransick or Matt Ransick
16 Inverness Place East, Building C
Englewood, CO  80112
eric@zickcpa.com or matt@zickcpa.com
Zick Business Advisors, Inc.

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text css_animation=”fadeIn”]Zick Business Advisors’ objective is to always provide close, personal attention to the tax related, valuation, business exit planning and estate planning needs of their clients. Their team includes credentialed business valuation professionals who are experts in the use of Employee Stock Ownership Plans (ESOPs) as a business continuation and exit planning vehicle.  Zick also works with companies looking to implement other equity sharing vehicles as employee benefits and to incentivize key personnel.  Zick’s professionals strive to ensure that all business valuations are fully compliant with the constantly evolving professional standards for business valuation work.

For over 25 years, Zick has provided ESOP related services to non-public current and prospective ESOP companies, including:

    • ESOP feasibility, design and implementation
  • ESOP valuation including transaction valuations and annual required valuations

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Harper Hofer & Associates, LLC

Greg Weiss, MBA, CPA/CFF, CVA.

The Spectrum Building
1580 Lincoln Street, Suite 1100
Denver, CO 80203
Harper Hofer & Associates, LLC

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text css_animation=”fadeIn”]Whether a plaintiff or a defendant, you need someone who can tell the money side of the story. That’s us. We’re Harper Hofer & Associates, LLC, a very different kind of CPA firm based in Denver. Our focus is litigation, business valuation, marital dissolutions, and taxing situations. Yet, what we truly specialize in is a professional yet personal approach to every situation. No client is ever just a number here. It’s an approach that is as satisfying to us as it is to our clients.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”28px”][/vc_column][/vc_row][vc_row][vc_column][vc_row_inner][vc_column_inner][vc_empty_space height=”24px”][vc_single_image image=”894″ img_size=”600×48″ alignment=”center” css_animation=”fadeIn”][vc_empty_space height=”18px”][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row][vc_column][vc_row_inner][vc_column_inner width=”1/4″][vc_single_image image=”923″ img_size=”260×260″ alignment=”center” css_animation=”fadeInLeft”][/vc_column_inner][vc_column_inner width=”1/4″][vc_column_text css_animation=”fadeInLeft”]

Jason Wiener|p.c., a public benefit corporation

Jason Wiener, Attorney at Law
5762 Table Top Court
Boulder, CO 80301
720.445.6860 Office
Jason Wiener P.C

Linda Phillips, Senior of Counsel
Denver, CO
Jason Wiener P.C

Tonya Price, Associate
Denver, CO
Jason Wiener P.C

 [/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text css_animation=”fadeIn”]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. The firm’s specialty is in sharing economy law, social and regenerative enterprise, public benefit corporations, employee-ownership and cooperatives. Jason has been chief architect and has incorporated several social enterprises and cooperatives and has advised numerous clients through socially responsible recapitalizations and conversions to cooperatively owned business models.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”48px”][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”48px”][vc_column_text]

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Hawkins Parnell & Young

David Johanson, Attorney at Law
1776 Second Street
Napa, CA 94559
707.299.2470 Office
Hawkins, Parnell, Thackston, & Young LLP

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text css_animation=”fadeIn”]Hawkins Parnell & Young is a national law firm that has represented more than 200 of the Fortune 500 across the United States. The team brings extraordinary depth in perspective in advising on matters arising in connection with Employee Retirement Income Security Act (ERISA) plans, and in defending shareholder, employment and benefits litigation throughout the country. The national team of attorneys handle diverse issues ranging from mainstream benefit claims litigation to complex class actions involving employee ownership plan valuations, and breach of ERISA fiduciary complaints involving the U.S. Department of Labor or private litigants. [/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”48px”][vc_column_text]

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Holland & Knight LLP

Renee P. Lewis, Partner
131 South Dearborn Street, 30th Floor 
Chicago, IL 60603
312.578.6647 Office
Holland & Knight LLP

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text css_animation=”fadeIn”]Holland & Knight is a global law firm with more than 1,300 lawyers and other professionals in 28 offices throughout the world. We have one of the top employee stock ownership plan (ESOP) practices in the United States.  Whether you are a small, midsized or large company, a business owner, a plan fiduciary or a lender, our attorneys are dedicated to ensuring that your interests are met at every stage of the ESOP cycle.  Our interdisciplinary practice groups and industry-based teams can provide you with access to attorneys throughout the firm, regardless of location and provide counsel on estate planning, federal taxation, employee benefits, corporate finance, securities regulation and lending.  More information on our ESOP practice can be found here.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”48px”][vc_column_text]

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Sherman & Howard

George Y. Tsai, Attorney at Law
Denver, CO
Sherman & Howard

Mike Sanchez, Attorney at Law
633 17th Street, 30th Floor
Denver, CO 80202
303.299.8114 Office;  303.885.5632 Cell
Sherman & Howard

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text css_animation=”fadeIn”]Sherman & Howard L.L.C. is one of the most established and successful law firms in the Rocky Mountain region. The firm’s 175 attorneys work with businesses and public institutions on most aspects of law from 11 offices in Colorado, Arizona, Nevada, New Mexico, Georgia and Missouri.

Sherman & Howard’s employee benefits attorneys provide comprehensive advice to clients in structuring and administering all types of employee benefit plans. They assist companies with the design and implementation of defined benefit and defined contribution, employee stock ownership, nonqualified deferred compensation, welfare benefit and severance plans, and all types of incentive arrangements. We strive to provide practical advice on the design and administration of benefit programs while ensuring plans are in compliance with the technical legal requirements.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”48px”][vc_column_text]

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PLG Consultants, Inc.

Lee Gearhart
QuickBooks® Professional Advisor and Enterprise Solution Provider

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text css_animation=”fadeIn”]PLG Consultants Inc (PLG) is a business consulting organization with special emphasis in the areas of using QuickBooks® in a various company environments and CEO Coaching that allows an organization to place emphasis on strategic planning based on the need to generate revenue and control costs. PLG has been setting-up, cleaning-up and teaching QuickBooks® for over 10 years. PLG uses a lot of today’s top technologies to give their clients the best training experience.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row][vc_column][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”24px”][vc_single_image image=”1953″ img_size=”600×48″ alignment=”center” css_animation=”fadeIn”][vc_empty_space height=”18px”][/vc_column][/vc_row][vc_row][vc_column][vc_row_inner][vc_column_inner width=”1/4″][vc_single_image image=”1963″ img_size=”260×260″ alignment=”center” css_animation=”fadeIn”][/vc_column_inner][vc_column_inner width=”1/4″][vc_column_text css_animation=”fadeInLeft”]

Bankers Trust Company

Mark Weisheipl
Associate Director — ESOP Finance
453 7th Street
Des Moines, IA 50309
Direct: 515-245-5248 | Cell: 980-253-2572

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text css_animation=”fadeIn”]Bankers Trust Company is one of the largest privately held banks in the Upper-Midwest. The ESOP group at Bankers Trust approaches each new relationship with the assumption that we will be partners for years to come. We leverage our knowledge of ESOPs to provide customers with cash flow planning, repurchase-liability planning, as well as acquisition and expansion strategy. Our team focuses on senior debt transactions that are $2 million and above. If you are thinking about transitioning your company to an ESOP, please give us a call. We will work with you to understand your business and its needs and connect you with our network of advisors, lawyers, accountants, valuation firms and trustees who can help determine the best route for you and your business.[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_empty_space height=”48px”][vc_row_inner][vc_column_inner width=”1/4″][vc_single_image image=”2156″ img_size=”260×260″ alignment=”center” css_animation=”fadeIn”][/vc_column_inner][vc_column_inner width=”1/4″][vc_column_text css_animation=”fadeInLeft”]

Guaranty Bank & Trust Company

Travis Buchanan
Vice President, Middle Market
1331 17th Street,
Denver, CO
Direct: 303.293.5524 | Cell: 713.907.6338

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text css_animation=”fadeIn”]A Colorado bank for over 60 years, Guaranty Bank and Trust is committed to providing you with high quality, relationship-based banking services delivered through a team of local banking professionals. Built on a foundation of core business values and an unwavering commitment to Colorado residents, our bankers are here to help you achieve your financial goals.

Come experience what sets Guaranty Bank apart from the rest.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space][/vc_column][/vc_row]