About the Webinar

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.

You will learn:

  • Different strategies available for funding the repurchase obligation.
  • The difference between redeeming and recycling shares
  • How a combination of strategies may be the best way to finance the obligation
Presenter(s)

Alex 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.

Jon is a senior plan administrator for Blue Ridge ESOP Associates and has over 10 years of experience in employee benefits, with a focus on plan design, implementation, administration and consulting services for ESOPs. He is a member of The ESOP Association, the National Center for Employee Ownership and is a speaker at various ESOP conferences. Jon earned a bachelor of science in business from Virginia Commonwealth University, where he majored in accounting and minored in economics.

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