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Business Owners – Preparing Your Company for an ESOP in 2023


December 1, 2022

12:00 – 1:00 PM EDT



Is one of your “New Year’s Resolutions” to complete your business succession plan in 2023? Are you interested in exploring a sale of your company to your employees? Are you intrigued by the unique business and tax advantages of an ESOP?

Since the transition of your business can take many months (or even years), get a head’s start on this critical step for you and your company by joining GBQ Capital Advisor Directors Brian Bornino and Joseph Borowski as they provide a concise overview of ESOPs and how they operate, including:

  • Why now might (or might not) be a good time to sell your company to an ESOP
  • How you, your company, and your employees benefit from an ESOP
  • The ESOP readiness “checklist”
  • Steps to complete an ESOP transaction

This webinar qualifies for 1.0 hour of CPE based on Ohio CPE requirements.

Please note our webinar sessions can accommodate a maximum of 250 individuals. Should you experience difficulties accessing the live broadcast, it is likely due to reaching attendee capacity. For your convenience, a recording will be made available on our webinar recording webpage following the presentation.


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