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Handling the Repurchase Obligation: Financing

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This replay was recorded on August 22, 2017.

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:


Tina M. DiCroce

presenter photologo

ESOP Economics, Inc.

Tina is a director at ESOP Economics, a nationally recognized firm specializing in repurchase obligation studies, software, and consulting. Tina manages the firm's repurchase obligation study and consulting practice, and consults with companies on managing and funding their ESOPs for long-term sustainability. In addition, Tina is involved in the firm's marketing and business development efforts, and in supporting its Telescope™ software. She is known as an expert in her field.