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WEBINAR REPLAY

Handling the Repurchase Obligation: Financing

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This replay was recorded on August 28, 2018.

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:

Presenter

Alex Grasser

presenter photologo

Findley

Alex is a consultant with Findley's Louisville, Kentucky, office and is a member of the firm's ESOP practice group. He has spent more than eight years partnering with business owners and senior leadership. His responsibilities include the administration and sustainability analysis of complex defined contribution plans with an emphasis in ESOPs. Alex has extensive experience with new ESOP feasibility, ongoing ESOP sustainability analysis, and qualified plan design review.