- Repurchase Obligation Planning
- “Have” and “Have Not” Employees
- Value Trajectory
- Management Succession
We help management of mature ESOP companies prepare Repurchase Obligation studies that focus on creating financially sustainable Plan and Distribution Policy Statements provisions and advise on Repurchase Obligation funding strategies. We also advise on ESOP operating decisions such as whether to Redeem, Recycle, or Releverage distributable shares or whether to create an Internal Market.
