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RM EPI Chapter June Meeting: Pre Sale Planning and Wealth Management

June 28, 2018 @ 7:30 am - 9:00 am EDT

When business owners are reselling their company, closing the deal is often all they think about. Owners may feel that taking steps in anticipation of a sale is like “putting the cart before the horse.” Not so! A truly efficient sale incorporates tax planning opportunities that can result in significant income, gift, and estate tax savings that may be lost once the deal is closed. Effective pre-sale planning can have a significant positive impact on the outcome. When contemplating the sale of a business, owners should make sure that the transaction structure complements their family’s financial goals and objectives. This is the intersection of pre-sale planning and wealth management.

Learning Objectives:

  • Importance of preparation and planning
  • What is wealth management
  • Building the deal team
  • Understanding the options
  • Importance of financial modeling
  • Generating competitive tension

We are pleased to present your panel:

Taylor M. Dix, JD Director, Lewis, Bess, Williams & Weese P.C.

Taylor represents individuals and families who need complex, specialized advice regarding estate planning, federal transfer tax planning, trust and estate administration, planning for charitable gifts, and business succession planning. Many clients come from blended-family situations, which require care and precision, and a large number of clients either created or inherited a family business. Taylor also represents clients seeking advice on pre-marital or post-marital agreements, and he has been involved in a number of representations before the IRS—at audit, appeals, and Tax Court.

Taylor earned his Bachelor of Arts from Brigham Young University and his JD from University of Iowa School of Law.

Karen Reidy Winkelman, CPA Elevation Management Group

Karen is the founder of Elevation and leads the firm’s family office group, where she oversees all income and estate tax planning, financial planning, customized financial reporting, bookkeeping, bill pay and management services. She also provides insurance oversight, employee supervision, and family governance support for her clients. Prior to founding Elevation, Karen was a tax partner in the wealth advisory group at EKS&H. The foundation of Karen’s accounting and family office knowledge stems from her time in the music industry, as the Treasurer/CFO of Red Light Management and Dave Matthews Band. From there she continued that experience at Gelfand, Rennert & Feldman, a well-respected entertainment business management firm.

Karen earned a B.S. in accounting from the University of Colorado. She is a member of the American Institute of Certified Public Accountants and the Colorado Society of Certified Public Accountants.

Karen currently serves as the President of the Rocky Mountain Estate Planning Council. She is a past Board Chair of the Cherry Creek Schools Foundation and sits on the Professional Advisory Board of the Rose Community Foundation.

Jeff Rudolph CFO Advisory Group

Jeff’s founding of the CFO Advisory Group results from his unique experience having more than a thirty-five years of valuable business knowledge. He now applies his expertise to companies needing his wealth of CFO and senior-level executive experience.

During the past 20 years he has held such titles as chief financial officer, chief operating officer and chief executive officer. He has provided leadership and direction, through business growth and financial restructuring, ensured stability and confidence for employees, customers and shareholders and has experience working with companies in various stages and life cycles from venture-funded start-up to publicly held reporting companies.

Jeff has been directly involved in Merger & Acquisition for a quarter of a century through performing and leading the structuring, negotiating and closing of over 25 transactions with an aggregate value in excess of $1 billion.

Originally from Cleveland, Ohio, Jeff came to Colorado after graduating from Wittenberg University to enjoy its beauty and ski. He earned an MBA degree from the University of Denver to expand his knowledge base and has been involved with a number of community and civic groups.

Andrew Tanner, CFA®, Private Business and Real Estate Executive, U.S. Trust

Andrew Tanner is a Managing Director and Private Business and Real Estate Services Executive within the Specialty Asset Management group at U.S. Trust, Bank of America Private Wealth Management. In this role, he leads a team that manages equity investments in private companies (closely-held) that are held in trust, estate, and investment management accounts. Andrew also leads a team that manages real estate investments of office, retail, industrial, apartments, residential and urban land assets throughout the U.S.

Prior to joining U.S. Trust, Andrew served as director of Specialty Assets and Fiduciary Investments for First National of Nebraska. He also worked for Bank One Corporation as a regional director of Closely Held Asset Management and investment manager for all Employee Stock Ownership Plans.

Andrew earned his B.B.A in Management from Tiffin University, and M.B.A. from Ohio State University. He holds a Chartered Financial Analyst (CFA®) designation and has served as President of the National Trust Closely Held Business Association from 2008 to 2009.

Thank you to our venue sponsor:

Your Hosts:


Quantive is a business valuation firm at heart, tightly focused on providing sound valuation methods and services to closely held and privately held companies throughout the U.S.


U.S. Trust is a private bank serving the needs of high net worth and ultra high net worth individuals and families by providing comprehensive wealth management products and services focused on wealth structuring and investment management.


June 28, 2018
7:30 am - 9:00 am
Event Category:


(888) 827-1624

Cancellation Policy: Refunds available until 5 days out from the event.


The Commons on Champa
1245 Champa Street
Denver, CO 80204 United States
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(720) 484-5400