Mature ESOP Consulting

A “mature” ESOP is one where the transaction debt has been repaid or nearly repaid. These ESOPs face new challenges, including:

  • 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.

Recognized Thought Leaders


Executive Financial Services, Inc.
3350 Players Club Pkwy, STE 330
Memphis, TN 38125

Fax 901.682.8653

Connect with Us