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.

 

2021

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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