| GBQ’s professionals regularly assist employee-owned companies on ESOP matters and have successfully guided many companies through the initial evaluation and implementation of an ESOP. We also serve as frequent speakers and authors on ESOP-related topics on a local, regional and national basis. |
2024 |
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| Apr. 18, 2024 |
“Getting Your Company Ready For A Transition To An ESOP” 38th Annual Ohio Employee Ownership Conference |
| Mar. 11-12, 2024 |
“ESOP Company Acquisitions: Recent Trends and Items to Consider” “Forecasting In Uncertain Economic Times” Indiana ESOP Association Conference |
| Mar. 7-9, 2024 |
“Improving Your ESOP Valuation Process and Communications” NY/NJ Chapter of the ESOP Association |
| Mar. 5, 2024 |
“ESOP Company Acquisitions: Recent Trends and Items to Consider” “Navigating Cultural Integration in Acquisitions” Ohio/Kentucky Chapter of the ESOP Association Annual Spring Conference |
2023 |
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| Nov. 9, 2023 Las Vegas, NV |
“Valuation Issues for Your ESOP: An Update” Employee Owned 2023 Conference |
| Oct. 16-18, 2023 Sandusky, OH |
“Considerations when Making an Acquisition” 9th Annual Great Lakes Regional ESOP Conference |
| Oct. 16-18, 2023 Sandusky, OH |
“Forecasting in Uncertain Economic Times” 9th Annual Great Lakes Regional ESOP Conference |
| Oct. 16-18, 2023 Sandusky, OH |
“Reviewing an ESOP Valuation Report” 9th Annual Great Lakes Regional ESOP Conference |
| Sep. 19, 2023 Recording |
“Business Succession Planning: Turning Goals into Reality” GBQ Webinar |
| Apr. 20, 2023 Akron, OH |
“ESOP Valuations: What You Need to Know” Ohio Employee Ownership Center – 37th Annual Ohio Employee Ownership Conference |
| Apr. 11, 2023 Lansing, MI |
“Navigating the New Normal” Michigan Chapter of the ESOP Association Annual Spring Conference |
| Mar. 23, 2023 Westerville, OH |
“How a Trustee will Review the 2022 Valuation Report” Ohio/Kentucky Chapter of the ESOP Association Annual Spring Conference |
| Mar. 14, 2023 Virtual |
“Buy-Sell Agreements: Address Now or Distress Later” Conway Center for Family Business |
| Mar. 8, 2023 Carmel, IN |
“How a Trustee will Review the 2022 Valuation Report” and “Current Issues Impacting ESOP Valuations” Indiana Chapter of the ESOP Association Annual Spring Conference |
2022 |
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| Dec. 7, 2022 Dayton, OH |
“What’s Driving Your ESOP Valuation” Ohio Employee Ownership Center’s 2nd Annual Southwest Ohio Employee Ownership Forum |
| Dec. 1, 2022 Recording |
“Business Owners – Preparing Your Company for an ESOP in 2023” GBQ Webinar |
| Oct. 20, 2022 Sandusky, OH |
“From Feasibility to Reality: AHI’s Journey to ESOP Ownership” 8th Annual Great Lakes Regional ESOP Conference |
| Oct. 20, 2022 Sandusky, OH |
“How A Trustee Reviews The Valuation Report” 8th Annual Great Lakes Regional ESOP Conference |
| Oct. 20, 2022 Sandusky, OH |
“Navigating the New Normal” 8th Annual Great Lakes Regional ESOP Conference |
| Oct. 13, 2022 Recording |
“An Introduction to ESOPs” GBQ Webinar |
| Jun. 7, 2022 Recording |
“Assessing the Feasibility of an ESOP” GBQ Webinar |
| May 3-6, 2022 Washington, DC |
“Current ESOP Valuation Issues” The ESOP Association National Conference 2022 |
| Apr. 14, 2022 Lansing, MI |
“From Feasibility to Reality – A Company’s Journey to ESOP Ownership” Michigan Chapter of the ESOP Association Annual Spring Conference |
| Apr. 7, 2022 Akron, OH |
“Assessing the Feasibility of an ESOP” & “What’s Impacting Valuations, and Business Value” Ohio Employee Ownership Center 36th Annual Ohio Ownership Conference |
| Mar. 24, 2022 Powell, OH |
“Assessing the Feasibility of an ESOP” & “What’s in Store for your 2021 ESOP Valuation” Ohio/Kentucky Chapter of the ESOP Association Annual Spring Conference |
| Mar. 8, 2022 Carmel, IN |
“Assessing the Feasibility of an ESOP” Indiana Chapter of the ESOP Association Annual Spring Conference |
| Mar. 1, 2022 Recording |
“ESOPs: An Ownership Model for High-Performing Companies” GBQ Webinar |
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2021 |
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| Sep. 28, 2021 Sandusky, OH |
“Assessing the Feasibility of an ESOP” 7th Annual Great Lakes Regional ESOP Conference |
| Sep. 28, 2021 Sandusky, OH |
“How to Effectively Communicate Financial Information in the New Environment” 7th Annual Great Lakes Regional ESOP Conference |
| Sep. 28, 2021 Sandusky, OH |
“What’s in Store for your 2021 ESOP Valuation” 7th Annual Great Lakes Regional ESOP Conference |
| Sep. 22, 2021 Recording |
“GBQuarterly: Is an ESOP Right for Your Company?” GBQ Webinar |
| June 15, 2021 Recording |
“Exit Planning Institute: Business Owner Fireside Chat – ESOPs” GBQ Webinar |
| May 5, 2021 Virtual |
“What’s In Store for Your Valuation?” 35th Annual Ohio Employee Ownership Center Conference |
| Apr. 6, 2021 Recording |
“ESOPs: An Introduction” GBQ Webinar |
| Feb. 23, 2021 Recording |
“Assessing the Feasibility of an ESOP” GBQ Webinar |
| Feb. 2, 2021 Recording |
“ESOPs: An Ownership Model for High-Performing Companies” GBQ Webinar |
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2020 |
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| Sep. 22, 2020 Virtual |
“Ask the Experts: A Q&A for Non-Management Owners” 6th Annual Great Lakes Regional ESOP Conference |
| Aug. 20, 2020 Virtual |
“Caring for Your Newborn ESOP” 34th Annual Ohio Employee Ownership Center Conference |
| Aug. 20, 2020 Virtual |
“The ABCs of Selling Your Company to an ESOP” 34th Annual Ohio Employee Ownership Center Conference |
| Aug. 20, 2020 Virtual |
“ESOP Feasibility Studies” Interview for the 34th Annual Ohio Employee Ownership Center Conference |
| Jul. 15, 2020 Virtual |
“ESOP Valuation – The Impacts of COVID-19” The ESOP Association 2020 Summer Webinar Series |
| Jun. 25, 2020 Recording |
“ESOPs and Contractors: “Building” an Ideal Succession Plan” GBQ Webinar |
| Jun. 17, 2020 Recording |
“ESOPs: A Strategic Alternative for Ownership Transition in a Post-COVID-19 Environment” GBQ Webinar |
| Jun. 10, 2020 Recording |
“Engineering a Better Ownership Model: ESOPs in the A&E Industry” GBQ Webinar |
| Jun. 4, 2020 Recording |
“How an ESOP Could Help Your Company Emerge from the COVID-19 Pandemic” GBQ Webinar |
| Mar. 26, 2020 Recording |
“ESOPs: A Savvy Business Succession Strategy” GBQ Webinar |
| Sep. 22, 2020 Virtual |
“Ask the Experts: A Q&A for Non-Management Owners” 6th Annual Great Lakes Regional ESOP Conference |
| Apr. 22, 2020 Virtual |
“Analyzing the Valuation Issues in Recent ESOP Lawsuits” National Association for Employee Ownership Annual Conference |
| Apr. 22, 2020 Virtual |
“15 Valuation Glitches” National Association for Employee Ownership Annual Conference |
| Mar. 25, 2020 Virtual |
“ESOPs: A Savvy Business Succession Strategy” GBQ Webinar |
| Mar. 5, 2020 Indianapolis, IN |
“How to Prepare Better Projections” Indiana Chapter of the ESOP Association Annual Spring Conference |
| Mar. 5, 2020 Indianapolis, IN |
“How to Prepare Better Projections” Indiana Chapter of the ESOP Association Annual Spring Conference |
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2019 |
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| Oct. 17, 2019 Sandusky, OH |
“Internal Trustee Checklist for ESOP Valuations” 5th Annual Great Lakes Regional ESOP Conference |
| Oct. 17, 2019 Sandusky, OH |
“How to Prepare Better Projections” 5th Annual Great Lakes Regional ESOP Conference |
| Oct. 17, 2019 Sandusky, OH |
“ESOP Valuation Issues Q&A” 5th Annual Great Lakes Regional ESOP Conference |
| Aug. 27, 2019 Virtual |
“Ownership Transition, ESOPs & NextGen: The Future Of Your AE Firm” GBQ Webinar |
| Apr. 25, 2019 Akron, OH |
“Assessing the Feasibility of an ESOP” 33rd Annual Ohio Employee Ownership Center Conference |
| Apr. 17, 2019 Lansing, MI |
“Analyzing the Valuation Issues in Recent ESOP Lawsuits” Michigan Chapter of the ESOP Association Annual Spring Conference |
| Apr. 17, 2019 Lansing, MI |
“Parenting an ESOP Company through its Stages of Life” Michigan Chapter of the ESOP Association Annual Spring Conference |
| Apr. 17, 2019 Lansing, MI |
“Ask the Experts Panel” Michigan Chapter of the ESOP Association Annual Spring Conference |
| Apr. 10, 2019 Pittsburgh, PA |
“Analyzing the Valuation Issues in Recent ESOP Lawsuits” National Center for Employee Ownership Annual Employee Ownership Conference |
| Mar. 21, 2019 Columbus, OH |
“How Do Successful ESOP Companies Build Financial Projections?” OH/KY Chapter of the ESOP Association Annual Spring Conference |
| Mar. 6, 2019 Indianapolis, IN |
“ESOP Companies Making Acquisitions: A Panel Discussion” Indiana Chapter of the ESOP Association Annual Spring Conference |
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2018 |
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| Oct. 18, 2018 Sandusky, OH |
“Assessing the Feasibility of an ESOP” 4th Annual Great Lakes Regional ESOP Conference |
| Oct. 18, 2018 Sandusky, OH |
“Demystifying the Valuator/Trustee Review Call” 4th Annual Great Lakes Regional ESOP Conference |
| Oct. 18, 2018 Sandusky, OH |
“How Tax Reform Impacts ESOPs” 4th Annual Great Lakes Regional ESOP Conference |
| Aug. 9, 2018 Lexington, KY |
“Potential Impacts of Tax Reform on ESOP Companies” OH/KY Chapter of the ESOP Association Annual Summer Conference |
| Apr. 27, 2018 Akron, OH |
“Walking a Tightrope: Serving as an ESOP Internal Trustee in 2018” 32nd Annual Ohio Employee Ownership Center Conference |
| Apr. 19, 2018 Atlanta, GA |
“Analyzing the Valuation Issues in Recent ESOP Lawsuits” National Center for Employee Ownership Annual Employee Ownership Conference |
| Apr. 11, 2018 Lansing, MI |
“Ask the Experts” Michigan Chapter of the ESOP Association Annual Spring Conference |
| Apr. 11, 2018 Lansing, MI |
“ESOPs and Tax Reform: The Valuation Impact for ESOP Companies” Michigan Chapter of the ESOP Association Annual Spring Conference |
| Mar. 21, 2018 Columbus, OH |
“Analyzing the New DOL Process Agreements for ESOP Transactions” OH/KY Chapter of the ESOP Association Annual Spring Conference |