Joseph Borowski, CFA

Director, Valuation & 财务意见服务
jborowski@businessportal.thewholesoystory.com
(614) 947-5213 – Columbus
(317) 423-0150印第安纳波利斯

Mr. Borowski是sbf88胜博发手机版咨询有限责任公司估值和金融意见服务业务的董事, and a partner of sbf88胜博发手机版. Mr. Borowski的工作重点是协助企业主进行所有权转移计划和执行, 擅长估值咨询和员工持股咨询.

评估咨询经验

Mr. 博罗夫斯基16年以上的经验包括,700+估值业务涉及私人控股和上市公司的业务和商业利益，包括国内和国际. Mr. 博罗夫斯基的主要专业领域包括员工持股咨询, mergers and acquisitions, shareholder transactions, 所有权转移计划, estate and gift taxation, fairness opinions, 公允价值计量(e.g., 购买价格分配, 商誉减值测试, 基于股权的薪酬), 私人事务, 破产和重组, buy-sell agreements, 限制性股票的看法, pre-IPO planning, shareholder disputes, and other tax, litigation, 该行和重要.

Mr. Borowski通过频繁的写作和在会议上发言，致力于教育社区sbf88胜博发手机版各种估值主题的知识, educational institutions, and in-house seminars.

ESOP Advisory Experience

Mr. 博罗夫斯基参与了数百项ESOP咨询和估值业务, 75+员工持股交易. 员工持股计划服务包括员工持股计划可行性研究, initial ESOP valuations, ESOP实施咨询, 交易咨询和构建(公司方和托管方代表), annual ESOP valuations, 公平和偿付能力意见, ESOP估值报告审查, 员工持股争议咨询咨询和员工持股受托人咨询.

Mr. 博罗夫斯基多年来一直活跃在ESOP社区，并经常在全国演讲, regional, 以及ESOP协会和其他特定员工所有制组织的当地ESOP会议.

Other Experience

Mr. 博罗夫斯基活跃在几个专业和社区组织中, 目前任职于企业成长协会(ACG)哥伦布分会的董事会。.

Prior to joining sbf88胜博发手机版, Mr. 博罗夫斯基曾在摩根士丹利信贷公司的运营部门任职, 国际金融服务公司的抵押贷款部门.

Education

  • 迈阿密大学(OH) - B.S., Business Economics

专业认证

  • CFA -特许金融分析师

协会和会员

  • CFA Institute
  • CFA Society of Columbus
  • The ESOP Association
  • 全国雇员所有制协会
  • 企业成长协会(董事会成员)
  • 哥伦布(2017届)
  • 俄亥俄州员工所有制中心

Speaking Engagements

  • “How to Effectively Communicate Financial Information in the New Environment”; 7th Annual Great Lakes Regional ESOP Conference; Sandusky, OH; September 2021
  • 《sbf88胜博发手机版uarterly: Is a ESOP Right for Your Company》?”; sbf88胜博发手机版; Columbus, OH; September 2021
  • "你的员工持股价值是什么?”; 俄亥俄州员工所有制中心; Webinar; May 2021
  • “Caring for Your Infant ESOP”; 俄亥俄州员工所有制中心; 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”; sbf88胜博发手机版; Columbus, OH; October 2019
  • “所有权转变,esop计划 & Next Gen: The Future of Your AE Firm”; sbf88胜博发手机版; 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”; sbf88胜博发手机版; 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”; sbf88胜博发手机版; 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
  • 《估值: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

 

Professional Bio