Founder & Chairman SCJ Fiduciary Services Louisville, KY
The objective of this presentation is to provide a comprehensive understanding of how to effectively utilize various repurchase strategies in an employee stock ownership plan (ESOP) to ensure the long-term sustainability of the company. The presentation will focus on key strategies, their financial implications, and how they can be structured to support both the company’s growth and the employees' continued ownership. By the end of the presentation, participants will be able to make informed decisions on repurchase plans that balance cash flow, ownership dilution, and future business needs, fostering a sustainable and thriving ESOP structure. NCEO Publication: Sustainable ESOPs NCEO Publication: The ESOP Repurchase Obligation Handbook NCEO Toolkit: Repurchase Obligation
Learning Objectives:
Understand the fundamentals of ESOP repurchase obligations.
Evaluate different ESOP repurchase strategies.
Analyze the financial implications of repurchase obligations.
