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How to Undertake an ESOP Repurchase Obligation Study (PDF)
ESOP Economics Link to more items from this source
Oct. 24, 2017
"[T]he prospect of 'doing a repurchase obligation study' can be daunting ... [S]everal underlying assumptions must be developed, the calculations are complicated, and making sense of the results can be challenging.... [T]he process of performing a study should include ... Defining the issues ... Gathering data ... Developing assumption ... Modeling a 'base case' forecast ... Analyzing results ... Modeling additional scenarios ... Developing conclusions and presenting result."

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