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The ESOP Repurchase Obligation Survey

The 2017 ESOP Repurchase Obligation Survey is now closed. Results will be available in late 2017.

The ESOP Repurchase Obligation Survey is designed to inform the ESOP community about how companies approach, project, and manage the repurchase obligation—the responsibility of closely held companies to provide a market for the shares of departing ESOP participants. The survey contains questions about companies' distribution practices, diversification, account management, the effect of the repurchase obligation on valuation, and more.

Past findings

Results of the 2010 ESOP Repurchase Obligation Survey are available in The ESOP Repurchase Obligation Handbook, along with detailed practical and technical guidance from ESOP experts.