Affiliate Members

	Malcolm Aylett Edward Jones Work 1535 S. Kipling Parkway, Suite L Lakewood, CO 80232 work Work Phone: 720-962-9117work Work Fax: 877-393-6144workfax Work Email: INTERNET
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Biography As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service. But we’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

	Bradley Benson Volant Law LLC Work 333 W. Hampden Ave., Suite 1000 Englewood, CO 80110 work Work Phone: 303-790-8400work Work Email: INTERNET
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Biography For over 25 years, Bradley K. Benson has represented and counseled business and real estate clients through formation, investment, development, growth and culmination, including strategic sale or acquisition. He specializes in negotiation and documentation of commercial transactions, including related financing. His financing clients include both borrowers and lenders of traditional, securitized, private, mezzanine and venture financing sources. Brad’s transactional representation extends to his clients’ day-to-day operations, including contract review, drafting and negotiation and handling of regulatory matters. Mr. Benson also has substantial litigation experience, advocating on behalf of his clients in courts across the country. Brad is rated AV PREEMINENT, the highest possible rating, by the Martindale Hubbell Peer Review Rating system, indicating his peers rank him at the highest level of professional excellence. Before joining practices with Tobin Kern to form Volant Law LLC, Brad was a partner in several prominent law firms, including Greenberg Traurig, an international firm of over 1800 lawyers, and the Denver firm of Robinson Waters & O’Dorisio. Brad also previously served as in-house counsel for SecurCare Self Storage, Inc., a national self-storage provider, and for Nord Capital Group, a Sellers’ M&A intermediary firm. Brad graduated from Notre Dame Law School, and went on to earn his LL.M in Taxation from the University of Denver Graduate Tax Program. He achieved his undergraduate degree, Cum Laude, from Wheaton College (IL).

	Kristen Burke Izbiky & Associates, Attorneys At Law Work 7400 East Caley Avenue, Suite 300 Centennial, CO 80111 work Work Phone: 303-850-7080work Work Fax: 303-850-7081workfax Work Email: INTERNET
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Biography Kristen Cunningham Burke provides pragmatic legal advice to help clients accomplish their business objectives. She specializes in business formations; drafting and reviewing contracts, including employment agreements, independent contractor agreements, and commercial leases; negotiating and facilitating the purchase and sale of businesses; counseling clients on how to manage their liability risks; and providing general strategic counsel as companies get started, operate, and grow. Immediately prior to merging with the firm, Kristen was the founder and managing attorney of Bluebird Legal Strategies. There, she advised small-business and non-profit clients, primarily in the outdoor and technology industries, while simultaneously running a small business herself. As a result of this experience, Kristen understands her entrepreneurial clients’ practical concerns and tailors her legal advice accordingly. Prior to founding Bluebird Legal Strategies, Kristen served a two-year term as in-house General Counsel to Chief Justice Nancy Rice of the Colorado Supreme Court. In this role, Kristen worked closely with judges and high-ranking administrators across Colorado to help the Chief Justice make decisions about budgeting, internal rules, risk management, legislative policy, and Judicial Branch operations. This experience taught Kristen how to navigate the myriad legal issues and interpersonal dynamics endemic to evolving negotiations, while keeping her sights set on the ultimate goal of accomplishing the client’s objectives. Kristen received her J.D. from the University of Colorado Law School in 2009. While at CU Law, Kristen served as an editor on the Colorado Natural Resources, Energy, & Environmental Law Review and was the vice president of the Women’s Law Caucus. Prior to earning her J.D., Kristen graduated from Tufts University in Medford, Massachusetts in 2006 with a B.A. in philosophy and political science. Outside of work, Kristen, like many of her fellow Colorado natives, loves to spend time outdoors hiking, skiing, and biking with her family and friends. She also enjoys watching live music, practicing yoga, playing the piano, reading, and snuggling her rescue mutt, Baxter.

	Steve Bush Steven M. Bush, P.C. Work 4 W. Dry Creek Cir. #100 Littleton, CO 80120 work Work Phone: 303-831-1411work Work Fax: 303-831-1511workfax Work Email: INTERNET
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Biography Steve Bush is an experienced attorney who emphasizes business and corporate law, commercial transactions, employment law, franchises, mergers and acquisitions, and real estate. Steve also helps his individual clients with business succession and exit planning and estate planning. Steve has been quoted in or has written articles for The Colorado Lawyer, The Denver Business Journal, The Boulder County Business Report, and Today’s Restaurant News, and other local and regional publications. Steve is also a frequent speaker at business and professional conventions, trade shows, and seminars. Steve is the author of Introduction to the Exit Transaction, described as “A Step-by-Step Guide to Negotiating, Documenting, and Closing a Sale and Purchase Transaction for the Business Owner or Buyer.” Steve wrote the book to assist both buyers and sellers navigate the complex process of selling a business. Steve graduated from the University of Denver College of Law, where he concentrated in business and real estate law. Steve obtained his undergraduate degree with magna cum laude honors. Steve has practiced law in a variety of settings, including government, private practice, and corporate positions. Immediately prior to opening his current practice, Steve started and operated the Denver “Mr. Handyman” franchise and was awarded the Franchisee of the Year and Top Performer awards for the entire worldwide system. Steve successfully sold the business in 2003, and he now brings his legal and business experience to bear on helping his clients effectively develop and execute plans for their businesses. Steve is a member of the Colorado and Jefferson County Bar Associations. Steve serves on the Board of Directors of the Colorado Association of Business Intermediaries and is a member of the Association for Corporate Growth. Steve has served as Treasurer of the Colorado Public Expenditure Research Council, as an instructor for the National Sports Center for the Disabled, as a counselor for the Small Business Development Center affiliated with the South Metro Denver Chamber of Commerce, and as Chairman of the Black Diamond Ball Committee for the National Sports Center for the Disabled.”

	Trevor Crow Doida Crow Legal, LLC Work 8480 E. Orchard Rd., Suite 2000 Greenwood Village, CO 80111 work Work Phone: 720-306-1001work Work Email: INTERNET
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Biography Trevor began his career working at several larger Denver law firms before opening his own practice, Crow Legal in 2018. Trevor merged his firm with Doida Law Group in 2021 to form Doida Crow Legal, LLC. For 10 years, Trevor has represented an array of businesses, founders, and investors. He focuses on business transactions, including the purchase and sale of businesses, entity selection and formation, equity and debt financing transactions, complex joint ventures, and commercial contracts. Trevor holds both a J.D. and an L.L. M. in Taxation, and uses his unique dual expertise to counsel business entities and individuals on tax planning related to their business transactions. He is deeply entrenched in the particularities of tax law and takes a holistic approach to deliver practical and effective strategies to minimize taxes.

	Kevin Doyle Live Oak Bank Work 66 W. Springer Dr. #210 Highlands Ranch, CO 80129 work Work Phone: 303-374-4839work Work Email: INTERNET
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Biography Live Oak is the Nation’s Top SBA Lender. Live Oak is proud to support small business owners with SBA-backed funding. Our mission to be America’s small business bank is rooted in our dedication to those who power progress in both rural and metropolitan communities across our country. Live Oak is part of the SBA Preferred Lender Program (PLP), an accreditation that allows us to serve our customers more efficiently. As a borrower, this is what our PLP status means for you: Live Oak has the authority to make final credit decisions without going through the SBA first. We are typically three to four weeks faster at getting an answer to you than non-PLP lenders. Usually, we offer longer repayment terms, lower payments and no prepayment penalties (except on commercial real estate).

	Dennis Guse American Business Advisors, Inc. Work 6635 S. Dayton St. Ste. 210 Greenwood Villagew, CO 80111 work Work Phone: 303-335-4218work Work Email: INTERNET
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Biography Dennis Guse has served in several strategic and financial advisory roles to Fortune 500 and Fortune 1000 companies. As a select participant of the Leadership Excellence through Accelerated Development (LEAD) program at CH2M Hill, he was tasked with managing a special strategic mission project for the CEO. He was instrumental in establishing a Geographical Information Systems (GIS) technology department at The Schwan Food Company to improve decision making and enhance efficient and effective use of resources. Dennis has held various leadership roles in non-profit organizations. Dennis Guse successfully helped found the Students in Free Enterprise (now Enactus) local chapter at Southwest Minnesota State University. He also served as President of the local business club. With a passion for serving, he delights in helping others learn, grow, and realize their potential. He enjoys solving problems and is intrigued by learning new ideas and building relationships with individuals.

	Julian Izbiky Izbiky & Associates, Attorneys At Law Work 7400 East Caley Avenue, Suite 300 Centennial, CO 80111 work Work Phone: 303-850-7080work Work Fax: 303-850-7081workfax Work Email: INTERNET
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Biography In 1988, after years of working at downtown Denver law firms, Julian Izbiky began his own law practice. Although he had no clients at the time, he did have a vision: that people involved in small and mid-sized businesses deserved to be represented by an attorney who would care about them and provide them with the same level of attention and concern that big companies received from lawyers at larger, more expensive, law firms. The difference was that Julian would provide high quality legal services in a more accessible, efficient and cost-effective way. Over the last 23 years Julian has never wavered from that vision and has developed a successful and well-regarded law firm focused on providing exceptional, yet efficient and cost-effective, legal services to his clients.

	Liz Kimmel KeyBank Work 9250 E. Arapahoe Rd. Englewood, CO 80112 work Work Phone: 303-603-7932work Work Fax: 216-370-5900workfax Work Email: INTERNET
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Biography SBA guaranteed loan programs help with a full range of small business needs for any industry. SBA loans can be used to construct new or purchase existing commercial owner-occupied real estate, to expand or modernize facilities, purchase equipment, finance business acquisitions or start ups, and finance inventory and accounts receivables. SBA loans can help qualified businesses obtain financing even when their collateral may not meet conventional lending standards. Being a Preferred Lender means KeyBank can process and approve SBA loans, expediting the application process. There are several benefits to an SBA loan: Keeps cash in your business Low monthly payments and flexible terms – as long as seven years for working capital, 10 to 15 years for equipment, and up to 25 years for real estate Low down payment required Allows for up to 90% financing for new purchases and offers solutions for financing soft assets such as goodwill Ability to finance closing costs versus paying out of pocket Flexible terms Option for interest-only periods Lines of credit with seven-year commitments – non-SBA lines typically are one year No balloon payments necessary Limited pre-payment penalties Minimal costs Minimal loan packaging and SBA-guaranteed fees No points or origination fees Interest rate caps based on deal size

	Jonathan Langer Izbiky & Associates, Attorneys At Law Work 7400 East Caley Avenue, Suite 300 Centennial, CO 80111 work Work Phone: 303-850-7080work Work Fax: 303-850-7081workfax Work Email: INTERNET
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Biography Jonathan joined Izbiky & Associates in the fall of 2012. He specializes in working with entrepreneurs and established businesses in Colorado on formation, financing, real estate transactions, general contract issues, and purchases and sales of businesses. Before becoming an attorney, Jonathan gained experience in the food industry, real estate, and environmental advocacy. As a teenager, Jonathan worked extensively in his father’s catering business in Denver. After graduating from college, Jonathan joined the Natural Resources Defense Counsel in Livingston, Montana, where he focused on endangered species advocacy, wildland protection, and climate change. When he moved from Montana back to Denver before law school, Jonathan was a real estate broker specializing in downtown residential sales. Jonathan began his legal practice working with the securities, real estate, and transactions teams in the Denver office of BakerHostetler Jonathan attended Williams College (B.A., History and Environmental Studies, 2004, Cum Laude, Honors) and the University of Colorado Law School (2009), where he was an associate editor on the Law Review. Jonathan is a member of the Urban Land Institute, Slow Food Colorado, the Colorado Association of Business Intermediaries, and the American, Colorado, and Denver Bar Associations. In his free time, Jonathan enjoys skiing, biking, gardening, and cooking.

	Tonya Mazurek Midwest Regional Bank Work 5300 DTC Pkwy., Suite 310 Greenwood Village, CO 80111 work Work Phone: 303-378-3553work Work Email: INTERNET
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Biography I help businesses get the funding they need to grow their businesses and their lives. I consult them and do everything within my power to create a yes decision if at all possible staying firmly within SBA’s Standard Operating Procedures. I go beyond what looks difficult on paper to delve into what makes sense both for the client, my bank and the SBA. Call: 303-378-3553 In finance……I am passionate about people…I gain pleasure in helping customers by doing the right thing for the right reason to achieve the right result! My objective is to consult to your wants, but advise to your needs in order to truly be your trusted advisor. I specialize in SBA 7(a) Loans including… CRE Loans Special/Single Purpose Commercial Properties Equipment Lending Term Loans Business Acquisition/Partner buyout Start-ups PEOPLE and Relationships Outside of my career, In life I derive pleasure from inspiring people to find their purpose, to be bigger than they know themselves to be and to look inward for happiness. I encourage teamwork to effectively work towards a common goal. I’ve completed a 1 year Team Management and Leadership Program through Landmark Education that was truly transforming. I am passionate about creating empowered women and empowered girls by lifting each other up rather than tearing each other down. I’ve volunteer coached for Girls On The Run (GOTR) empowering girls in 3rd-5th grades through mentorship, inspiration, and training them to complete a 5K. Nothing compares to seeing them light up from within!!! Also participated with Junior Achievement which I must say was even more of a blessing to me than I could have known, just being able to work with the students.

	Horace McCowan KeyBank Work 9250 E. Arapahoe Rd. Englewood, CO 80112 work Work Phone: 303-603-7934work Work Fax: 303-799-6602workfax Work Email: INTERNET
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Biography SBA guaranteed loan programs help with a full range of small business needs for any industry. SBA loans can be used to construct new or purchase existing commercial owner-occupied real estate, to expand or modernize facilities, purchase equipment, finance business acquisitions or start ups, and finance inventory and accounts receivables. SBA loans can help qualified businesses obtain financing even when their collateral may not meet conventional lending standards. Being a Preferred Lender means KeyBank can process and approve SBA loans, expediting the application process. There are several benefits to an SBA loan: Keeps cash in your business Low monthly payments and flexible terms – as long as seven years for working capital, 10 to 15 years for equipment, and up to 25 years for real estate Low down payment required Allows for up to 90% financing for new purchases and offers solutions for financing soft assets such as goodwill Ability to finance closing costs versus paying out of pocket Flexible terms Option for interest-only periods Lines of credit with seven-year commitments – non-SBA lines typically are one year No balloon payments necessary Limited pre-payment penalties Minimal costs Minimal loan packaging and SBA-guaranteed fees No points or origination fees Interest rate caps based on deal size

	Ty McKinstry Izbiky & Associates, Attorneys At Law Work 7400 East Caley Avenue, Suite 300 Centennial, CO 80111 work Work Phone: 303-850-7080work Work Fax: 303-850-7081workfax Work Email: INTERNET
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Biography Ty is a commercial real estate professional and attorney with a background in accounting and sales. Specialties: Strong analytical, research and quantitative skills, excellent verbal and written communication skills, experience negotiating and drafting commercial real estate leases and purchase sale agreements, corporate mergers and acquisitions and licensing agreements.

	Daniel O’Meara 44 Business Capital Work 200 Union Blvd., Suite 200 Lakewood, CO 80228 work Work Phone: 303-618-7550work Work Email: INTERNET
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Biography If my clients don’t already have a relationship with me, we often meet as a result of another lender saying they just can’t make the loan requested. I consult with you to figure out how we can structure a loan, up front, so it can be approved and closed. RV, Automotive repair, assisted Living, dental, wholesale, retail, restaurant, franchise restaurant, automotive, car wash, gas station, REFINANCE! Division of assets in divorce, including real estate and business ventures. SBA loans can be refinanced on select cases. Start-ups on a selective basis. Undercollateralized loans (not enough real estate and equipment) to cover the funded loan. Technical default at bank may be okay, call and let’s discuss.

	Matthew Pontiff Pontiff + Associates, P.C. Work 1979 W. Littleton Blvd. Littleton, CO 80120 work Work Phone: 303-861-1978work Work Fax: 303-813-1561workfax Work Email: INTERNET
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Biography Mr. Pontiff practices primarily in the areas of business valuations, litigation support, tax planning, and business consulting. He has represented various clients in purchases and sales of small and large businesses. He has testified in court and deposition as an expert witness in many civil cases. His focus in this area is in valuing closely-held businesses, calculation economic damages, forensic accounting, and divorce tax planning issues. These findings are often compiled as formal reports and financial schedules used for court presentation or settlement negotiations. Mr. Pontiff assists a wide variety of clients in tax planning and compliance including individuals, corporations, partnerships, and non-profit organizations. As the past owner of several businesses, his experience is helpful in providing management and consulting services to other business and professional practices. Mr. Pontiff graduated from Niagara University in Niagara Falls, New York in 1990 with a Bachelor of Business Administration Degree in Accounting. In his senior year, he was hired as a staff intern with the national accounting firm of Urbach, Kahn & Werlin, P.C. in his hometown of Glens Falls, New York. In 1992, Mr. Pontiff became a staff accountant with Barrett/Gurovich, P.C. He was licensed as a Certified Public Accountant in January, 1994. Mr. Pontiff became accredited as a CVA (Certified Valuation Analyst) in 1997. This accreditation recognizes his special training in the area of business valuations. Mr. Pontiff also holds the ABV (Accredited in Business Valuation) and CFF (Certified in Financial Forensics) designations from the American Institute of Certified Public Accountants. Mr. Pontiff is a member of several professional organizations including the American Institute of Certified Public Accountants, the Colorado Society of Certified Public Accountants, and the National Association of Certified Valuation Analysts, and The Colorado Association of Business Intermediaries.

	Cody Porter BBVA Compass Work 999 18th St., Suite 2900 Denver, CO 80202 work Work Phone: 303-217-2261work Work Fax: 205-524-2524workfax Work Email: INTERNET
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Biography Experienced banking professional specializing in SBA lending, business banking, commercial real estate, mortgage, investment sales and private client services. Well versed in the implementation of a successful sales culture, while balancing individual production through prospecting and generating new business. Possess strong analytical skills with a knack for solving complex issues. Team leader with proven success developing top performing bankers. Skilled at creating a work environment where knowledge and best practices are utilized to grow the team, while strictly adhering to bank policy.

	Ronald Seigneur Seigneur Gustafson LLP Work 940 Wadsworth Blvd., Suite 200 Lakewood, CO 80214 work Work Phone: 303-980-1111work Work Fax: 303-308-6969workfax Work Email: INTERNET
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Biography Ron has over 25 years of valuation experience and has been endorsed as an expert witness in several jurisdictions and has served in appointments such as trustee, mediator, arbitrator and special master of the court. Ron is very active nationally as an educator and author of valuation science and has written and taught advanced level valuation courses in several states for the AICPA, NACVA state bar associations and the Environmental Protection Agency. He is past chair of the AICPA Accredited in Business Valuation committee and NACVA’s Professional Standards Board. He is an adjunct professor at the University of Denver College of Law where he teaches leadership and management for law firms. Ron is an author and lead instructor of the Association of Legal Administrator’s national Essential Competencies training program for financial management. Ron holds a BA in Hotel Restaurant and Institutional Management from Michigan State University and an MBA in Accounting and Corporate Policy from the University of Michigan. Ron also continues to focus attention to tax planning and compliance matters, as well as emphasizing succession and exit planning strategies for Seigneur Gustafson clients and their professional advisors.

	Nicholas Troxel Troxel Fitch, LLC Work 1888 Sherman St., Suite 200 Denver, CO 80203 work Work Phone: 303-801-1763work Work Email: INTERNET
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Biography Nicholas (Nick) was born and raised in Lincoln, Nebraska, and earned an undergraduate degree in Accounting from the University of Nebraska-Lincoln, where he developed an intense passion for entrepreneurship. This interest led Nick to attend law school at the University of Colorado-Boulder, where he graduated in 2017. Nick is a sports fanatic, a lifelong Nebraska Cornhuskers football fan and an avid snowboarder.

	John Wahl Live Oak Bank Work Denver, CO work Work Phone: 303-551-4453work Work Email: INTERNET
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Biography With more than 13 years of SBA lending experience, John joined Live Oak Bank’s M&A lending team in 2018 as a senior loan officer. John specializes in financing business acquisitions including partner/manager buyouts, stock purchases, and mergers; in addition to owner-occupied real estate and ground-up construction projects. In his most recent role, he worked at one of the nation’s largest banks, where he generated over $215M in SBA loans and was consistently one of the top SBA lenders. John is responsible for the cash flow analysis, structuring and initial credit underwriting of all M&A loan requests. He is skilled at guiding his customers through the SBA lending process and maintains strong relationships with leading brokers, exit advisors, CPAs and other industry groups. John received his Bachelor of Science with an emphasis in Finance from the University of Colorado in Boulder. He serves on several community boards in his hometown in Colorado and is an avid skier.

	Jerry Wenzel B2B CFO Work 2488 S. Oakland Cir. Aurora, CO 80014 work Work Phone: 303-204-2009work Work Email: INTERNET
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Biography I’m a B2B CFO® Partner, with a passion for working with owners of privately-held businesses to reach their business and personal goals. Each business I engage with has a unique potential for growth, but specific barriers to success that can be removed through proven processes and tools allows the owners to reach their immediate, long-term and business transition needs. With over 20 years of experience in the CFO role of privately-held and family owned businesses, I’ve been helping business owners navigate successful business transitions, increase company value and personal wealth, and reduce stress and cash flow worries. I provide my consulting services on an as-needed, long-term basis that allows businesses to benefit from my experience without the fully loaded cost of a full-time CFO. If you’d like to learn more about how my services can help your company, please reach out via email jerrywenzel@b2bcfo.com My areas of expertise include: Financial Business transition and exit strategies Succession planning for current and next generation Banking and financing relationships Customer and supplier credit and terms negotiations Debt and equity restructuring Forecast modeling and budgeting Due diligence procedures for either buy or sell side transactions Mergers and acquisitions Metrics development and dashboard reporting Internal financial reporting analysis and quality Tax minimization strategies Business valuations Working capital/cash management Data analytics and benchmarking Margin analysis and product/service pricing models Capital investment ROI Compensation, bonus and commission programs Employee benefit plans cost/benefit analysis Operational Cost containment and workforce planning Inventory control and turnover Managing quality ERP systems *Internal control policies and procedures