CREM September Monthly Meeting – Using ROBS to Start, Acquire or Grow a Business

CREM Monthly Meeting
Date: Friday September 11, 2026
Time: 8:30 AM – 10:30 AM (MT)

Meeting starts PROMPTLY at 9 am (Networking 8:30 am)

In-Person | 8055 E Tufts Ave, 2nd Floor, Denver, CO

Cost: FREE for members and guests – Dues are now $75 for the year

Agenda Highlights:
8:30 – 9:00 AM | Networking & Coffee – Hosted by Jim Brown
9:00 AM | Meeting Call to Order with members and guests– Hosted by CREM
9:10 AM | Presentation of Listings and/or Have & Needs by Broker Members

9:20 -9:45 AM Educational Presentation (See Below)

Using ROBS to Start, Acquire or Grow a Business

Jonathan Roberts is the co-founder of Nexus, the first Rollovers as Business Startups (“ROBS”) fintech product that clients interact with like other finance apps they love. Nexus pairs a modern interface with a guided digital workflow that walks clients step-by-step from initial eligibility check through funding and stock issuance, helping them get their equity check ready sooner. For some clients, Nexus enables them to access equity without overextending their personal cash runway. Others use it to contribute more equity and secure greater ownership in the business. Clients can complete their application digitally on the Nexus site without a sales call or fee commitment. Jonathan and his co-founder Wes built Nexus after going through the ROBS process themselves with an incumbent provider – an outdated experience involving countless phone calls, emails, handoffs, and 50+ PDFs.

Before Nexus, Jonathan spent the last decade as Co-Founder and Managing Director of Menalto Advisors, a leading sell-side M&A advisory firm, where he advised on more than 50 successful transactions with companies including Apple, Google, Intel, Meta, Qualcomm, Sony, Carlyle, and Danaher. Earlier in his career, he worked in technology investment banking at Pagemill Partners (acquired by Duff & Phelps) and in strategy and operations at Deloitte Consulting. He holds FINRA Series 63, 79, and 82 licenses and graduated summa cum laude from Miami University with degrees in accountancy and management.

9:45 AM to 10:30 Marketing and more

Sponsors Making It Happen:

BMO U.S. – Event Sponsor Room Sponsor

Jim Brown – Homestead Title – Coffee & Network sponsor
Luke Billiot – Front Range Business, Inc.
Daryl Borsheim – CSSI – Cost Segregation Services, Inc.
Greg Bly – dcb Construction Company, Inc.
Colorado’s Best Roofing
Don Calahan – Calahan Construction

Glen Weinberg – Fairview Commercial Lending

Glens latest blog: https://www.fairviewlending.com/think-your-property-taxes-are-high-are-you-ready-for-a-40-increase/

Don’t miss this chance to connect, learn, and grow your business. https://friendsreferringtogether.com/upcoming-events

Tag a CRE professional who should be here!

Membership in CREM not only drives stronger connections within Colorado but also opens the door to national collaboration, encouraging the exchange of ideas, referrals, and partnerships that extend beyond state lines.

Membership in CREM not only drives stronger connections within Colorado but also opens the door to national collaboration, encouraging the exchange of ideas, referrals, and partnerships that extend beyond state lines.

Please feel free to reach out to Charlie Stevens or myself if you have questions. Thank you, we appreciate your support and membership!

Join Meeting by ZOOM:  

https://us02web.zoom.us/j/81663110381

Meeting ID: 816 6311 0381