Date: May 15, 2008
Time: 8:30am - 1:30pm
Presented By: Jason Adam Oleet and Craig DeLuca
Location:
Top Notch Resort, Stowe, Vermont — website
Description:
Leaving a business is the single most difficult decision for most business owners. The emotional issues of legacy, leadership and letting go are tightly interwoven, rendering many owners sluggish to act efficiently with success in mind. With so many options for a business sale, internal and external, aligning personal needs with business continuity is critical for all involved. In the turbulent waters of finance, M & A and private venture capital, understanding the options and dealing with trusted partners will yield the desired outcome if proper planning and consideration is front loaded in the decision making process. This panel discussion with experts from various firms will uncover misconceptions and provide direction for informed decision making.
Jason Adam Oleet, a founder and principal of Worth Mountain Capital Partners, has worked in corporate finance since graduating from Middlebury College; after leaving Wall Street, he chose to settle in Vermont.
While an undergraduate at Middlebury College, Mr. Oleet co-founded Oleet & Rutherford, LLC, a consulting firm established to forecast electoral outcomes and facilitate strategic allocation of limited capital and resources. Over the course of four years Oleet & Rutherford completed work for congressional, gubernatorial and presidential candidates, as well as The White House. After graduating from Middlebury with a major in history and a minor in political science, Mr. Oleet moved to Manhattan to join Deutsche Bank's corporate finance industrials group, where his work covered a diverse range of sophisticated transactions. In 2002, Mr. Oleet returned to Vermont and began work as an advisor to a Colorado-based family office. With projects focused on financial services ventures and alternative investment opportunities tied to markets in New York, Chicago, Geneva, London, and Dublin, Mr. Oleet held responsibility in all aspects of the investment process: opportunity due diligence, deal structuring, portfolio company management, and strategic exit planning. When not at his office in Middlebury, Mr. Oleet can often be found fly fishing in the headwaters of the New Haven River in the Green Mountain National Forest. Craig M. DeLuca has over eighteen years experience as a strategy consultant, CEO, and Corporate Director. He was a consultant with Gemini, a premier Boston-based global strategy firm. He was CEO of Executive Perspectives, a leading management education firm, purchased by Provant in 1998. Past clients include GTE, IBM, ATT, GAP, Xerox, Intrawest, Chase, and Abbott Labs. Mr. DeLuca also founded Schoolsuccess.net, a web-based education company, purchased by Pearson, PLC in 2001. He holds an MBA from Wharton and a BSEE from Cornell. Mr. DeLuca has served on many corporate and non-profit Boards of Directors and Advisory Boards including, Executive Perspectives, Inc., Technology Strategies, Inc., Intercon Systems, Inc., Vermont Public Oversight Commission, Stowe Planning Commission (chair), and Flynn Center.
Non-credit workshops and courses only
Employees working in the industries of: manufacturing, healthcare, informational technology, telecommunications, and environmental engineering may be eligible for up to a 50% discount on courses. This grant is offered through a partnership with the Vermont Training Program and the Department of Economic Development. For more details call 888-222-3413 or 802-656-4033.
Notice to Trainees
WHY WE NEED YOUR SOCIAL SECURITY NUMBER
Act 192 of the 2008 Vermont Legislature requires employers and other training providers receiving support from the state to provide the social security number of each individual participating in the training to the department of state government supporting the training. The social security number will be used to gather wage information from the Department of Labor's files after you complete training, in order to evaluate the training program.
The Departments of Labor and Economic Development must provide information on the employment outcomes of training programs to the Legislature. Your information will be combined with information of other trainees to ensure your privacy and the privacy of your employer. The law requires the departments to keep your information confidential.
