Repurchase Liability Strategies: Staying Three Steps Ahead of the Sustainability Game

Join a mature ESOP company on its annual journey to determine the most suitable repurchase liability strategies aligned with its goals and company objectives. In an industry marked by significant acquisition activity, Starfish Holdings stands out for its unwavering commitment to employee ownership, both in the present and the future.
In this session, you'll gain firsthand insights from Starfish Holdings' co-founder and chairman of the board as they address four critical questions:
• What repurchase liability strategy best aligns with our goals?
• What is the appropriate benefit level our ESOP participants should expect?
• How do we handle the concentration of company stock among employees nearing retirement?
• How do we fund our annual repurchase liability?
You'll discover how the board and management team meticulously analyze these questions, making decisions to preserve a sustainable, employee-owned company for generations to come. The session will also explore the evolution of strategies over time, including diversification options, internal market implementation, and the utilization of real estate for funding future liabilities. Don't miss this opportunity to learn from a company committed to long-term employee ownership.