Tampa, FL :: October 3–4, 2017 (preconference on October 2)

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Funding and Managing the Repurchase Obligation
(Concurrent Sessions 4)

Tuesday, October 3 :: 1:45–2:30
Options include pre-funding, borrowing, cash reserves, and insurance, as explored in this session.


Timothy J. Cleary

presenter photo


Tim leads Chartwell's Ownership Advisory practice, helping privately-held and mature ESOP-owned businesses assess and respond to the challenge of driving healthy, sustainable growth. He has been assisting business owners and ESOP companies since 1987. Tim's prior legal, tax and administrative experience allows him to design creative and practical solutions that drive performance improvements. Tim is a nationally known speaker and writer on ESOPs, and an active member of the NCEO, the ESOP Association, and ESCA.
Fall ESOP Forum