Over the course of an ESOP’s lifecycle, myriad issues emerge requiring critical decisions which can impact the growth and sustainability of your company and ESOP. Too often, companies make tactical decisions on a reactive basis, without a clear long-term vision. In this interactive session, we’ll discuss how to proactively plan and coordinate decision-making to support your company’s strategic objectives and long-term value creation for employee-owners. Join a seasoned CFO and an expert in repurchase obligation and sustainability planning, as we explore the journey of a successful, mature ESOP-owned company, including how they have navigated challenges and strategies they’ve implemented along the way in pursuit of sustaining a thriving ESOP-owned company. NCEO Toolkit: Repurchase Obligation Toolkit
Learning Objectives:
Describe common issues faced by companies throughout the ESOP lifecycle.
Define key sustainability metrics monitored by ESOP-owned companies and how to proactively plan for success.
Discuss examples of strategies available to ESOP-owned companies to better support financial and philosophical objectives.
