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EP18 - Dealing with Mature ESOPs, Repurchase Liability, Changes in Economy, and Re-leveraging - Discussion with Renee Jenkins with Holiday Builders

Journey to an ESOP & Beyond

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Understanding Repurchase Obligations in Mature ESOPs

This chapter delves into the critical financial implications of repurchase obligations for ESOP companies, especially as they navigate an aging workforce and an increase in employee tenure. The discussion emphasizes the necessity for strategic planning to address the challenges posed by stock buybacks from retiring employees.

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