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Repurchase Obligation, Consultants & Advisors
Repurchase Obligation in Louisville, KYAmber Lloyd, the owner and Managing Member of RMS, is a native of Louisville, Kentucky. She is a seasoned consultant with 20 years of experience in the employee benefits field. Over the years, s...
Repurchase Obligation in San Rafael, CAMr. Reser has been a corporate fiduciary for corporate securities and reorganization transactions as well as trustee and custodian of retirement plans for over 25 years. Before founding Fiduciary Services, Inc. he was active for 17 years in Los Angeles as a Vice President and manager of corpor...
Repurchase Obligation in Eden Prairie, MNDan is the leader of Boulay’s ESOP practice. He specializes in audit and other financial reporting engagements for public, private and ESOP-owned clients in a variety of industries including retail, engineering, professional services, real estate, and manufacturing and distribution. Dan ...
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Our ESOP Advisors Will Help Conduct a Thorough Repurchase Obligation Study
Federal law requires companies that sponsor employee stock ownership plans to include repurchase clauses in the ESOP agreements. The clauses stipulate a number of cases under which ESOP shares will have to be purchased from the employee by the issuing company. These cases may include termination of employment, the employee’s death or disability, and statutorily required diversification. Such obligations, while they provide certain guarantees to rank-and-file employees, place a restriction on a company's future cash flow.
The purpose of a repurchase obligation study is to make reasonable projections concerning the amount of money your company will need to allocate towards buyback over the years. A thoroughly conducted repurchase study will look at actuarial tables, employee turnover averages and other factors to see how many employees are likely to leave the company over a given period of time so that your business always has the cash on hand to comply with buyback regulations.
Our experienced ESOP advisors will conduct studies and help you manage all other aspects of running an ESOP under the current regulatory climate. Our advisors also have the technical and business experience to help members of company management plan their repurchase obligation needs.
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