While a repurchase obligation study provides critical information, it is just the first step in the planning process. Our consulting services help you take the next step. And as independent, fee-based consultants, we do not sell any funding vehicles, allowing you to feel comfortable that we objectively represent your interests.

An ESOP consultant can help you:

• Integrate repurchase obligations into corporate financial planning
• Analyze how to manage repurchase obligations through plan design and distribution policy
• Compare funding strategies and evaluate funding proposals
• Develop a comprehensive repurchase obligation strategy