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ESOP Professional Team Our team includes the following professionals: Perry Phillips, CA-CBV,
ASA, CEPA - President Perry Phillips, CA-CBV, ASA, CEPA - President BUSINESS OWNER: Perry is the owner and president of ESOP Builders Inc. and Phillips Valuations Inc., Toronto, Ontario. CONSULTANT. Over 20 years of experience with issues such as business and ESOP valuations, corporate reorganizations, mergers and acquisitions, and expert witness in Federal Court proceedings. ESOP design and implementation: Designs and implements ESOPs across a range of industries including union and non-union shops. Developed ESOP Transformation Model© over the past seven years resulting in employee participation rates of 70% to 98%. International experience: Valuation assignments have included United States, United Kingdom, Germany, New Zealand and China. STRATEGIC PLANNER. Perry has spearheaded the ESOP lobby in Canada in an effort to create a favourable environment for Canadian companies. This effort includes past legislative submissions to the Federal and Ontario governments, and pre-budget consultations with the Federal Finance Department and the Honourable Paul Martin. Perry has also led the lobby efforts of the ESOP Association Canada with a proposal for innovative ESOP tax treatment. AUTHOR. Perry has authored sections for the Canadian Institute of Chartered Accountants including ESOPs in the "Canadian Business Financing Handbook" and business valuation in the "Canadian Guide to Wealth Preservation Handbook". His latest book publication is "Employee Share Ownership Plans in Canada", published by John Wiley & Sons, Inc. SPEAKER. Perry continues to speak at ESOP and professional conferences and seminars. As a leading Canadian ESOP expert, Perry has made media appearances on CBC Business World and CTV Canada AM television and has been quoted in leading newspapers and magazines. PROFESSIONAL ACTIVITIES. Perry is a founder and the current President of the ESOP Association Canada, senior member and past governor of the International American Society of Appraisers, and has served as director and chairman of the Education Committee for the Canadian Institute of Chartered Business Valuators. Craig A. Law, B. Comm., CMA, CEPA
James D. Lutes, CA Jim is the founder and President of J. D. Lutes & Associates Inc. As a former Partner and Practice Director of Ernst & Young Corporate Finance with extensive experience in mergers and acquisition strategy and former President and COO of a leading publicly traded Canadian manufacturer, Jim has broad advisory and operation experience.
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