ESOP policy decisions are typically set at the plan’s inception, often without a clear understanding of their long-term impact on the business. It’s important to recognize that ESOP policies are adaptable and can be realigned to support the company’s current strategic goals. Join Prairie professionals, Dave Horvath and Nick Viner as they review an introduction to building 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
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What’s Your ESOP Health Score?
Recording
The Team
Meet the Presenters
David HorvathCPA
Managing Director
