Running an ESOP-owned company is uniquely rewarding—but not without its challenges. One of the most pressing issues is the annual repurchase obligation, which can consume a significant portion of free cash flow and impact a company’s ability to invest in future growth. At the same time, management and the board face annual decisions that can shape the long-term sustainability of the ownership model and determine which participants benefit the most from the ESOP. The flexibility of ESOPs is both a blessing and a curse: while they offer many design and funding options, these choices require careful navigation. This interactive session brings together a panel of experienced professionals to explore actionable strategies for balancing repurchase obligations with long-term growth, all within a framework of sound governance. Whether you're planning for the next phase of your ESOP journey or refining your existing governance approach, this session offers valuable takeaways for lasting success.

Learning Objectives:

• Explore options for managing repurchase obligations strategically.
• Discuss various stakeholder interests that need to be balanced.
• Learn how to strengthen governance practices.

Speakers:

• Sean Power, Employee Stock Ownership Plans Co-Chair, Polsinelli PC
• Ashleigh Newlin, Managing Director, Chartwell Financial Advisory
• Tina M. Langlois, Managing Director, Chartwell Financial Advisory