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Managing the Repurchase Obligation: Financing Choices

NCEO 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. If you have a current subscription to the replays, log in here. (Replays are not available for individual purchase). Please contact Andrea Johnson at 510-208-1309 or for additional information.

This replay was recorded on September 8, 2015.

About This Meeting

There 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:


Judith L. Kornfeld

presenter photologo

ESOP Economics, Inc.

Judy is founder and CEO of ESOP Economics, Inc. She works with ESOP companies on all aspects of repurchase obligation planning, focusing on developing strategies for managing and funding these obligations. Judy currently serves as chair of the board of directors of the NCEO. Judy holds a JD/MBA from the University of Pennsylvania Law School and the Wharton School.