ESOP Economics: Solid Expertise to Guide your Repurchase Obligation Planning

ESOP Economics can work with you on issues that go beyond the usual scope of a repurchase obligation forecast. We can help you deal with a range of issues that you may face as an ESOP company. Some examples of our recent consulting projects include:

• Analyzing strategies to mitigate "have and have-not" situations that arise when the ESOP has no more shares to allocate


• Analyzing the implications of handling repurchases by redeeming shares versus recycling shares in the ESOP, and modeling optimal combinations based on the client’s goals


• Analyzing the effect of creating reserves within the ESOP, compared to keeping them on the balance sheet


• Modeling various permutations of releveraging transactions as a technique to make the ESOP more sustainable over time


• Providing education for the Board of Directors on ESOP repurchase obligation requirements and strategies