Vice President Prairie Capital Advisors Louisville, Kentucky
This session will guide you through the critical timing and steps for effectively planning your repurchase obligation. Learn from industry experts as they outline when and how to begin the process, ensuring your company is prepared for future financial commitments. Gain insights into key strategies that will help you manage your obligations smoothly and maintain the financial health of your ESOP. NCEO Publication: The ESOP Repurchase Obligation Handbook NCEO Toolkit: Repurchase Obligation
Learning Objectives:
Describe events which may trigger a repurchase study being necessary for successful planning.
List reasons why a set-it-and-forget-it methodology to ESOP provisions is critical to avoid.
Understand how assumptions interplay and may have unintended consequences.
