Repurchase Obligation Studies: Crucial Information for the Future

Companies with an Employee Stock Ownership Plan (ESOP) are required to repurchase the stock of departing ESOP participants. This requirement means that all privately held ESOP companies have repurchase liability for company stock held in the ESOP. This liability can grow, and it is important companies are aware of and prepared for it. Regularly conducting  repurchase studies is the best way to be prepared.

As part of FuturePlan by Ascensus, we now offer repurchase obligation studies for ESOPs. These forecasts provide the crucial information you need to make educated decisions for the future of your ESOP, including the size and timing of future repurchase obligations.

Our ESOP experts develop accurate, reasonable assumptions and interpretations of results, based on industry expertise, experience, and a deep understanding of your company’s goals and challenges.

We share our findings in an understandable, comprehensive report. Our experts will then answer any questions you have and help your management team and Board of Directors understand your company’s repurchase obligation issues and alternatives.

Visit FuturePlan's Resource Center for more information on ESOPs and how we can help.

Learn more about Swerdlin

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Why Swerdlin?

Although we have clients nationwide, we're still a family company at heart. 

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Our Services

Swerdlin provides services for all types of retirement and cafeteria plans to clients nationwide. Learn how we can help you!

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Resources

Click here for our collection of forms, calculators, useful links, and frequently asked questions.

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Our Values

Balance. Integrity. Relationships. Development. 

Why Swerdlin?

Although we have clients nationwide, we're still a family company at heart. 

Our Services

Swerdlin provides services for all types of retirement and cafeteria plans to clients nationwide. Learn how we can help you!

Resources

Click here for our collection of forms, calculators, useful links, and frequently asked questions.

Our Values

Balance. Integrity. Relationships. Development.