Joseph Borowski


Director, Valuation & Financial Opinion Services

A Joe of all trades.

World traveler, family man, fashion victim, juggler… you name it, Joe can probably do it. He’s got a competitive streak that serves him in both business and personal life; it’s led to awards, professional honors, even a marathon.

He’s helped grow and develop both the Columbus and Indianapolis 乐彩客彩票app offices and helped to shape the company’s strategic leadership plan.

But before you go thinking he’s done it all, we should tell you: he’s never had a piece of pie. We think that’s strange.

Additional Resources
  • Miami University, B.S.
Supported By
Professional Associations
  • Association for Corporate Growth (Board Member)
  • CFA Institute; CFA Society of Columbus
  • The ESOP Association
  • Ohio Employee Ownership Center
  • Leadership Columbus (Class of 2017)
  • “How to Effectively Communicate Financial Information in the New Environment”; 7th Annual Great Lakes Regional ESOP Conference; Sandusky, OH; September 2021
  • “乐彩客彩票appuarterly: Is an ESOP Right for Your Company?”; 乐彩客彩票app; Columbus, OH; September 2021
  • “What’s in Store for Your ESOP Valuation?”; Ohio Employee Ownership Center; Webinar; May 2021
  • “Caring for Your Infant ESOP”; Ohio Employee Ownership Center; 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”; 乐彩客彩票app; Columbus, OH; October 2019
  • “Ownership Transition, ESOPs & Next Gen: The Future of Your AE Firm”; 乐彩客彩票app; 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”; 乐彩客彩票app; 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”; 乐彩客彩票app; 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
  • “Valuation: The Cornerstone of an 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

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