ESOP policy decisions are generally established at the inception of the plan, when there is not a clear understanding of how such decisions will influence the business in the long-term. It’s important to know that ESOP policies can be changed and aligned with the strategic goals of the Company at the present time. Join Prairie professionals, Dave Horvath and Nick Viner as they review an introduction to build a sustainable ESOP including:
- Keys to ESOP sustainability
- Value trajectory
- Benefit expectations
- Future cash flow implications
- Planning for future cash needs with repurchase obligations, capital expenditures, etc.
- Management succession
Recording
The Team
Meet the Presenters
David HorvathCPA
Managing Director
