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- Funding ESOP Repurchase Obligations: A Step-By-Step Planning Approach
- "Planning for the repurchase obligation (also called the ""repurchase liability"") is an important issue for employee stock ownership plan ESOP companies whose stock is not publicly traded. Section 409h(1)B of the Internal Revenue Code of 1986 Code requires that such companies be prepared to buy stock back at the then...
- White papers 2003-01-01
- ESOP Repurchase Obligation Issues in S Corporations
- S corporation status does not directly affect the amount of a company's ESOP repurchase obligations, but most ESOPs in S corporations hold large percentages of company stock. This is because the tax advantages associated with S corporation status vary directly with the percentage of the company's stock owned by the...
- White papers 2003-01-01
- Forecasting ESOP Repurchase Obligations
- These presentation starts by addressing some questions that ESOP Companies frequently asked about repurchase obligations studied. It also reviews the process of doing a study and provides some tips for getting reliable projections.
- White papers 2002-09-19
Additional Resources
- The Tradeoff In Selling To An ESOP Vs. An Outside Buyer
- From the executive summary: ‘The economics of a sale to an Employee Stock Ownership Plan ESOP are complex. ESOPs can be very advantageous for a number of reasons, both financial and non-financial. The tables presented in paper chapter are fairly realistic; however, real life can be even more complicated than...
- White papers 2003-01-01
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