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Strategies We Used to Manage Repurchase Obligation as We Grew Rapidly
(Concurrent Sessions 3 (Compact Sessions))
E2 Tuesday, April 9 :: 1:45–2:30
This session will give other employee-owned companies real-world examples of ways to be sustainable as an
ESOP company, from legal and regulatory compliance matters to solicitation of employee-owner feedback to help
generate a plan that was a win for everyone involved.
Presenters
Paul Haley Jr.
Chillco Inc.
Paul is the chief financial officer of ChillCo, Inc. He has extensive experience in accounting, information technology, and human resources. He is a CPA and a registered member of the LCPA and AICPA. While in his position, he has been involved in ChillCo, Inc.'s first and second stage ESOP transactions, its S corporation election, a refinancing transaction, a re-leverage and buyback transaction, and a DOL audit for both the retirement and health plan.
David Whaley
Thompson Hine LLP
David is a partner in the employee benefits and executive compensation practice group at Thompson Hine LLP in Cincinnati. He focuses his practice on assisting private and public companies and nonprofit organizations with all areas of employee benefits. His ESOP experience includes representing company sponsors of ESOPs and ESOP trustees and fiduciaries in acquisition transactions between the company, selling shareholders, and the ESOP. David also assists both ESOP companies and ESOP trustees and fiduciaries in connection with governmental investigations, participant claims processing, and governmental and plaintiff litigation.
