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Session A

Navigating the Family Business Maze

Presented By: CBIZ / Wintrust Bank

What does the future of your family owned or led business look like? Join us for an in-depth conversation about how to build long-term value in family-owned enterprises and share tips for transitioning among generations or engineering a sale of the company.

Moderator:

Malcolm Evans
Colorado Managing Director
Wintrust Bank

 

 

Panelists:

Brad Elliott
Equity Partner and EVP
Faris Machinery

Brad joined Faris Machinery’s leadership team as a minority owner, overseeing Sales and Finance. Plans are in place for him to be majority owner within 16 months.

Brad has been an advisor of Faris’ President and majority shareholder, Giles Poulson, and the Faris leadership team for more than a decade. Faris’ commitment to strong relationships, service and quality aligns perfectly with Elliott’s core values.

Faris Machinery is a leading provider of specialized heavy equipment for the construction and municipal sectors. With locations in Denver, Colorado Springs, and Grand Junction, the company offers a wide range of services, including equipment sales, rentals, parts, service, and training. Our extensive inventory includes equipment for municipal projects, concrete work, asphalt paving, environmental projects, and various job sites. 

Beyond Faris, Elliott’s leadership extends to his role as President of the Board for the Association for Corporate Growth’s Denver Chapter and as Board Treasurer for the Confrerie des Chevaliers du Tastevin’s Denver Sous-Commanderie. His extensive board experience includes tenures at Peak-to-Peak Charter School, Western Energy Alliance, and Denver Venture School Advisory Boards.

Previously, Brad served as a Senior Vice President at CAC Specialty, where he worked with Public and Private companies and their sponsors.  He delivered unique insurance solutions that helped his clients facilitate the execution of strategic priorities, increase capital efficiency, and significantly reduce costs.  Brad’s services included advising his clients on M&A, project design, contractual risk allocation, risk transfer solutions, structured finance, and alternative risk transfer design.  He brokered construction and operational insurance for companies with complex risks. 

 

Ryan Marczewski
Tax Practice Leader & Managing Director
CBIZ

Ryan Marczewski serves as the Tax Practice Leader and Managing Director at CBIZ in Colorado. CBIZ is a prominent public accounting firm with a presence in over 1,200 offices and a workforce of more than 6,700 employees across the United States. The team led by Ryan demonstrates proficiency in handling complex real estate transactions and remains steadfastly committed to serving middle-market clients. They possess exceptional expertise in guiding high and ultra-high-net-worth individuals and generational family partnerships through intricate tax landscapes

 

Taylor Merritt
Chairman & CEO
Merritt Family Enterprise

Taylor Merritt is Chairman and CEO of the Merritt Family Enterprise, a values-driven organization in its third generation of stewardship by the Merritt family. The organization consists of manufacturing companies, as well as diverse investment holdings, primarily in commercial real estate and private equity. Taylor has been recognized personally as a Colorado Titan 100 honoree, as well as a Family Business Magazine CEO to Watch.

Conference Location

4125 S. University Blvd.
Cherry Hills Village, CO 80113
Tel: (303) 350-5200