Repurchase Obligation 101

Ashton Ellis is a Senior ESOP Strategy Consultant at Blue Ridge Associates, where she partners with business owners and plan fiduciaries to design and implement long term strategies for employee stock ownership plans (ESOPs).  With over 17 years of experience in the retirement and employee benefits industry, Ashton specializes in repurchase obligation forecasting and the financial mechanics that drive successful ESOP outcomes.  Working remotely, Ashton serves clients nationwide, offering strategic insight grounded in both technical knowledge and practical application.  She earned her bachelor's degree in applied mathematics from Auburn University.

Kristin has 17+ years of experience with technical consulting associated with the establishment and administration of ESOPs and 401(k)s. She has worked closely with Plan Sponsors and advisors to provide guidance on plan design and to resolve plan issues.  She is frequently involved in ESOP transactions and repurchase obligation studies. She holds a QKA certification from ASPPA and is a frequent speaker on ESOP administration topics for The ESOP Association and the NCEO. She is a chapter officer for the Ohio/Kentucky chapter. She is a member of The ESOP Association, NCEO and OEOC. Kristin holds a B.B.A from Ohio University.