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Handling the Repurchase Obligation: Financing

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. (Replays are not available for individual purchase.) Please contact our Colleen Kearney at 510-208-1311 or for additional information.

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 DiCroce
ESOP Econonics, Inc.


Tina M. DiCroce

presenter photo

ESOP Economics, Inc.

Tina is a director at ESOP Economics, Inc., a nationally recognized firm specializing in repurchase obligation studies, software, and consulting. She manages repurchase study projects and consults with ESOP companies on how best to manage and fund the repurchase obligation. In addition to project management, Tina has taken a greater role in the management of the firm and training and mentoring junior staff. She continues to be involved in marketing, business development, and supporting the firm's TelescopeŽ software.