There are several ways to finance the repurchase obligation, including "pay-as-you-go" funding, pre-funding, paying dividends / S corporation distributions, corporate-owned life insurance, and incurring debt, i.e., releveraging the ESOP. The methods for handling repurchased shares, i.e., redeeming or recycling, will also be discussed.
This webinar will cover the mechanics as well as pros and cons of each approach.
You will learn:
- The different strategies available for funding the repurchase obligation.
- The difference between redeeming and recycling shares
- How a combination of strategies may be the best way to finance the obligation
Presenter: Alex Grasser, Findley
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