As your ESOP matures, it also brings new challenges to maintain the health of your ESOP. This presentation will discuss the internal and external factors impacting ESOP sustainability as well as the traditional ESOP-related tools to manage for the long term. Join Dave Diehl and Michael McGinley for an in-depth discussion covering:
- Sustainability Variables (ESOP Policies, Repurchase Obligation, Value Trajectory, Future Cash Flow Implications, Management Succession)
- The 5 R’s of ESOP: Redeem, Recycle, Re-leverage, Rebalance & Reshuffle
- Corporate Governance
- ESOP M&A Opportunities– Buying & Selling
- Excess Cash Accumulation
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Recording
The Team
Meet the Presenters
David DiehlCFA
Chief Executive Officer
Michael McGinleyASA, CVA
Managing DirectorRelated Resources
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