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 the pros and cons of each.

You will learn:

  • About the 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


There are no prerequisites or advanced preparation required for this introductory-level session.

Field of Study: Specialized Knowledge

Delivery Method: Group Internet Based

For more information on the types of Continuing Education Credit offered please visit Continuing Education Credits for Meeting and Webinar Attendees.

Thank You to Our Sponsors