Joseph Borowski
| 
CFA
Director, Valuation & ESOP Advisory
GBQ Capital Advisors
A Joe of all trades.
世界旅行者、顾家男人、时尚受害者、杂耍者……你能想到的，乔大概都能做到. He’s got a competitive streak that serves him in both business and personal life; it’s led to awards, professional honors, even a marathon.
他帮助成长和发展了哥伦布和印第安纳波利斯的GBQ办事处，并帮助制定了公司的战略领导计划.
就在你以为他什么都干过的时候, 我们应该告诉你:他花了三十年才终于尝到了自己的第一块馅饼.
Education
- Miami University, B.S.
Supported By
- Therese Gillespie
- tgillespie@shoumei-money.net
Related Articles
Professional Associations
- CFA Institute
- CFA Society of Columbus
- 员工持股协会(估值谘询委员会成员)
- 全国员工所有权协会
- 企业成长协会(董事会成员)
- 领导力哥伦布(2017届)
- 俄亥俄州员工所有权中心
Select Speaking Engagements
- “ESOP Valuations: What You Need to Know”; 俄亥俄州员工所有权中心; Akron, OH; April 2023
- “Navigating the New Normal”; ESOP Association; Lansing, MI; April 2023
- “How a Trustee Reviews the Valuation Report”; ESOP Association; Columbus, OH; March 2023
- “Buy-Sell Agreements: Address Now or Distress Later”; Conway Center; Webinar: March 2023
- “How a Trustee Reviews the Valuation Report”; ESOP Association; Indianapolis, IN; March 2023
- “Navigating the New Normal”; ESOP Association; Sandusky, OH; October 2022
- “From Feasibility to Reality: A Company’s Journey to ESOP Ownership”; ESOP Association; Lansing, MI; April 2022
- “什么在影响估值和商业价值?”; 俄亥俄州员工所有权中心; Akron, OH; April 2022
- “你的估值将如何变化??”; ESOP Association; Columbus, OH; March 2022
- “How to Effectively Communicate Financial Information in the New Environment”; 7th Annual Great Lakes Regional ESOP Conference; Sandusky, OH; September 2021
- 《GBQuarterly:员工持股计划适合你的公司吗??”; GBQ; Columbus, OH; September 2021
- “你的员工持股价值将如何变化??”; 俄亥俄州员工所有权中心; Webinar; May 2021
- “Caring for Your Infant ESOP”; 俄亥俄州员工所有权中心; Webinar; August 2020
- “ESOPs and Contractors: A Savvy Business Succession Strategy”; BDO Alliance USA Conference; Webinar; May 2020
- “Estate and Business Succession Planning”; Wendy’s Franchisee Association; Webinar; May 2020
- “How to Prepare Better Projections”; ESOP Association; Indianapolis, IN; March 2020
- “Assessing the Feasibility of an ESOP”; GBQ; Columbus, OH; October 2019
- “所有权转换，员工持股计划 & Next Gen: The Future of Your AE Firm”; GBQ; Columbus, OH; August 2019
- “Parenting an ESOP Company Through its Stages of Life”; ESOP Association; Lansing, MI; April 2019
- “Think Like an Investor: A Discussion of Options to Monetize the Value of Your Business”; GBQ; Columbus, OH; March 2019
- “Tax Reform Roundtable”; ESOP Association; Sandusky, OH; October 2018
- “Potential Impacts of Tax Reform on ESOP Companies”; ESOP Association; Lexington, KY; August 2018
- “Identifying Ownership Transition Options in the Contracting Industry”; GBQ; Columbus, OH; February 2018
- “Fundamentals of ESOP Repurchase Obligation”; ESOP Association; Sandusky, OH; October 2017
- “ESOPs: The Basics + Recent Developments”; Worthington Estate Planning Council; Worthington, OH; August 2017
- “Sharing Business Information to Engage Employee Owners”; ESOP Association; Lansing, MI; April 2017
- 《估值:M的基石&A Transaction”; OSU Moritz College of Law; Columbus, OH; December 2016
- “Put Your Valuation Knowledge to the Test”; ESOP Association; Louisville, KY; August 2016
- “Getting Your ESOP Off to a Good Start”; ESOP Association; Louisville, KY; June 2015
- “Managing Your Benefit Levels and Repurchase Obligation”; ESOP Association; Indianapolis, IN; March 2015