Name:
Live Webinar: Is an ESOP Right for Your Company?
Date:
May 26, 2026
Time:
1:00 PM - 2:00 PM EDT
Website:
Register Now
Event Description:
Is an ESOP Right for Your Company?
Employee Stock Ownership Plans (“ESOPs”) are a savvy succession planning tool that allows companies to remain independent by transitioning ownership to employees rather than a third-party buyer…all while creating business and financial advantages for selling shareholders, the company, and employees. But ESOPs are often overlooked and misunderstood. In this webinar, we will discuss:
- ESOP Crash Course (i.e., what is an ESOP and how does an ESOP work)
- Advantages and Disadvantages of ESOPs
- When Does an ESOP Make Sense (and when does it not make sense)?
- How ESOPs and Family-Owned Businesses Can Mix
- Getting Started: The ESOP exploration and implementation process
SPEAKER:
Brian Bornino
Managing Director, Valuation & ESOP Advisory
GBQ Capital Advisors
Brian D. Bornino, CPA/ABV, CFA, CBA, is the Managing Director and National Practice Leader for GBQ Capital Advisors, the Valuation & ESOP Advisory practice at GBQ. Brian’s 30+ years of experience include 4,000+ valuation engagements and 2,000+ ESOP advisory engagements involving businesses and business interests of privately held and publicly traded companies nationwide and internationally.
Mr. Bornino’s primary areas of valuation expertise include: ESOP advisory, mergers and acquisitions, shareholder transactions, ownership transition planning, estate and gift taxation, fairness opinions, fair value measurements (e.g., purchase price allocations, goodwill impairment testing, equity-based compensation), buy-sell agreements, shareholder disputes, and other tax and corporate-related matters. Mr. Bornino’s ESOP expertise includes both trustee-side and company-side ESOP advisory services, including: ESOP valuations, feasibility studies, formations, transactions, and advisory, as well as valuations for various other reasons related to transactions, estate & gift planning, and other corporate and shareholder planning purposes.
Prior to joining GBQ in 2005, Brian held leadership positions with various regional and national valuation practices, most recently serving as a Director at Stout, where he co-founded the firm’s Cleveland office. Mr. Bornino is a nationally recognized thought leader in the valuation and ESOP advisory communities and serves as a frequent speaker on valuation and ESOPs for organizations including the Association for Corporate Growth, ESOP Association, National Center for Employee Ownership, Ohio Employee Ownership Center, Institute of Management Accountants, and various CPA Societies, Bar Associations, Estate Planning Councils, and other professional organizations and educational institutions.
► REGISTER now and join us for this live webinar on 5/26. You'll have the opportunity to submit questions during the session and view a recording post-session.
