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Rick Jaye - ESOP Repurchase Obligation Funding Strategies
Manage episode 489798211 series 3672821
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Join Newton One (Steve Target and Mark Singer) and Rick Jaye, Managing Director Business Transition Advisors (BTA - specializes in the design and implementation of Employee Stock Ownership Plans) for a discussion about ESOPs and the often-overlooked importance about funding repurchase obligations. Rick’s extensive experience with ESOPs will provide a comprehensive explanation of the pros and cons of ESOPs, who should and who shouldn’t consider an ESOP and a comparison to other options for companies to consider. Newton One has developed a unique solution to the effective funding of future ESOP repurchase obligations utilizing life insurance products, which is discussed and reviewed.
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