Managing the Repurchase Obligation: Financing ChoicesNCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations viewed online. To purchase a twelve-month subscription providing unlimited access to all recorded Webinars, including this one, follow this link. (Replays are not available for individual purchase.) Please contact Colleen Kearney at 510-208-1311 or firstname.lastname@example.org for additional information.
This replay was recorded on September 8, 2015.
About This MeetingThere are several ways to finance the repurchase obligation, including
"pay-as-you-go" funding, pre-funding, paying dividends/S corporation
distributions, corporate-owned life insurance, and incurring debt, i.e.,
releveraging the ESOP. The methods for handling repurchased shares, i.e.,
redeeming or recycling, will also be discussed. This webinar will cover the
mechanics as well as pros and cons of each approach.
You will learn:
- The different strategies available for funding the repurchase obligation.
- The difference between redeeming and recycling shares
- A combination of strategies may be the best way to finance the obligation
|Managing the Repurchase Obligation: Financing Choices |
Judith Kornfeld, ESOP Economics, Inc.
Judith L. Kornfeld