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Speaking Engagement

2025 The ESOP Association – Ohio/Kentucky Chapter Spring Conference

Date/Time

March 4, 2025

Tuesday, March 4th: 12:00 – 7:00 PM
Wednesday, March 5th: 7:30 AM – 4:15 PM

Location

Renaissance Columbus Westerville-Polaris Hotel
409 Altair Parkway
Westerville, OH 43082

Management projections are often the centerpiece of an ESOP valuation, but they can also be a source of frustration. Join GBQ Capital Advisors Director Brian Bornino as he presents “Projections: The Centerpiece of ESOP Valuations”. In this session, he will discuss: (a) the importance of projections on the ESOP valuation, (b) tips for management in preparing projections (including a helpful checklist!), (c) characteristics of reasonable projections, (d) the impact of hitting/missing projections on the valuation, (e) how a valuator assesses the risk of a forecast, and (f) how an ESOP trustee assesses management forecasts and the ESOP valuation relying on that forecast.

Additionally, we invite you to attend to listen to GBQ Capital Advisors Director Joe Borowski as he presents “What to Expect for your 2024 Valuation”. In this session, he will explore the effects of current market conditions, delve into industry trends, and examine various other influencing factors. Additionally, he’ll share best practices to ensure you maximize the usefulness of your due diligence meeting.

Speakers

Brian Bornino Director of Valuation & ESOP Advisory
GBQ Capital Advisors
Joseph Borowski Director, Valuation & ESOP Advisory
GBQ Capital Advisors