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As your ESOP matures, it also brings new challenges to maintain the health of your ESOP. This presentation will discuss the internal and external factors impacting ESOP sustainability as well as the traditional ESOP-related tools to manage for the long term. This in-depth discussion will cover:

  • Sustainability Variables (ESOP Policies, Repurchase Obligation, Value Trajectory, Future Cash Flow Implications, Management Succession)
  • The 5 R’s of ESOP: Redeem, Recycle, Re-leverage, Rebalance & Reshuffle
  • Corporate Governance
  • ESOP M&A Opportunities– Buying & Selling
  • Excess Cash Accumulation

Presenters: Michael McGinley, ASA, CVA, Managing Director, and Henry Ventura, CFA, ASA, Director, Prairie Capital Advisors, Inc.

Course Type

Online Class

Delivery Type

On Demand, Online, Self-Paced

PDH Credit


Price (Member)


Price (Non-Member)


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