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Determining the size of our repurchase obligations

The timing and amount of future repurchase obligations is assessed by means of a long-term (typically 10 to 20 years) forecast called a repurchase obligation study. A study will provide an estimate of how many shares you will have to repurchase in the future, when those repurchases will occur, and how much they will cost.

ESOP Economics has been providing ESOP repurchase obligation studies since 1993. We start by gathering data from you and your third-party ESOP administrator, which form the basis for the assumptions for the study. Typically, a "base case" scenario is developed and modeled first, that reflects your current ESOP rules and funding strategy, and your best guess assumptions about the future financial picture for your company. We will review the results of the base case projections with you and help you assess whether you are facing any specific issues and challenges.

If you are, we can take the study further. We will work with you to identify and model alternative strategies, so that you can make informed decisions about how best to manage and fund your company’s obligation. The deliverable for the study will be a comprehensive, "board-friendly" report. Our fees for a study are based on the amount of time we spend. A brief fact-finding telephone conversation will allow us to estimate the cost and prepare a proposal for you.

Contact us at 215.606.3600 or