Joseph Borowski |

CFA

Director, Valuation & ESOP Advisory
GBQ Capital Advisors

A Joe of all trades.

World traveler, family man, fashion victim, juggler… you name it, Joe can probably do it. 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.

He’s helped grow and develop both the Columbus and Indianapolis GBQ offices and helped to shape the company’s strategic leadership plan.

Just when you think he’s done it all, we should tell you: it took three decades before he finally tried his first piece of pie.

(614) 947-5213, (317) 423-0150
GBQ » About Us » Meet Our Team » Joseph Borowski
Education
  • Miami University, B.S.
Supported By
Related Articles
Professional Associations
  • CFA Institute
  • CFA Society of Columbus
  • The ESOP Association (Valuation Advisory Committee Member)
  • National Association for Employee Ownership
  • Association for Corporate Growth (Board Member)
  • Leadership Columbus (Class of 2017)
  • Ohio Employee Ownership Center
  • “ESOP Company Acquisitions: Recent Trends and Items to Consider”; Indiana ESOP Association Conference; March 2024
  • “ESOP Company Acquisitions: Recent Trends and Items to Consider”; OH/KY ESOP Association Conference; March 2024
  • “ESOP Valuations: What You Need to Know”; Ohio Employee Ownership Center; 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
  • “What’s Impacting Valuations, and Business Value?”; Ohio Employee Ownership Center; Akron, OH; April 2022
  • “What’s In Store for Your Valuation?”; 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: Is an ESOP Right for Your Company?”; GBQ; Columbus, OH; September 2021
  • “What’s in Store for Your ESOP Valuation?”; Ohio Employee Ownership Center; Webinar; May 2021
  • “Caring for Your Infant ESOP”; Ohio Employee Ownership Center; 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
  • “Ownership Transition, ESOPs & 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
  • “Valuation: The Cornerstone of an M&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

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