Smart Strategies for ESOP Repurchasing Obligations

As employee-owned companies grow and mature, managing repurchase obligations becomes one of the most critical financial planning challenges. In this insightful article, ESOP Repurchasing Strategies, Kevin Rusch explores practical repurchasing strategies to help companies stay ahead of their ESOP commitments while supporting long-term sustainability.

What You’ll Learn in This Article:

  • Key forecasting techniques to anticipate repurchase liability over time
  • Funding strategies including pay-as-you-go, reserve funding, and borrowing
  • The pros and cons of internal vs. external financing options
  • Real-world examples of how different strategies perform in practice
  • Actionable steps to integrate repurchase planning into your broader financial strategy

Whether you’re building your first repurchase plan or refining an existing one, this article offers a clear, strategic framework to help you make informed decisions.

Download the full article to explore approaches that align with your company’s goals and ESOP lifecycle stage.

Download “ESOP Repurchasing Strategies” Here