Repurchase Obligation, Consultants & Advisors

Daniel Reser - Fiduciary Services, LLC

Repurchase Obligation in San Rafael, CA

Mr. Reser has been a corporate fiduciary for corporate securities and reorganization transactions as well as trustee and custodian of retirement plans for over 25 years. Before founding Fiduciary Services, Inc. he was active for 17 years in Los Angeles as a Vice President and manager of corpor...

Edward (Ed) Wilusz - Value Management Inc

Repurchase Obligation in Jamison, PA

Ed Wilusz, ASA, CFA, MBA, is the Managing Director and Founder of Value Management Inc., an investment banking and business valuation advisory firm. He has been active in this field since 1980. He has conducted, supervised or reviewed thousands of business appraisals and been involved in hundr...

Amber Lloyd - Retirement Management Services LLC

Repurchase Obligation in Louisville, KY

Amber Lloyd, the owner and Managing Member of RMS, is a native of Louisville, Kentucky.  She is a seasoned consultant with 20 years of experience in the employee benefits field.  Over the years, s...

Dan Markowitz - Boulay

Repurchase Obligation in Eden Prairie, MN

Dan is the leader of Boulay’s ESOP practice. He specializes in audit and other financial reporting engagements for public, private and ESOP-owned clients in a variety of industries including retail, engineering, professional services, real estate, and manufacturing and distribution. Dan ...

Our ESOP Advisors Will Help Conduct a Thorough Repurchase Obligation Study 

Federal law requires companies that sponsor employee stock ownership plans to include repurchase clauses in the ESOP agreements. The clauses stipulate a number of cases under which ESOP shares will have to be purchased from the employee by the issuing company. These cases may include termination of employment, the employee’s death or disability, and statutorily required diversification. Such obligations, while they provide certain guarantees to rank-and-file employees, place a restriction on a company's future cash flow.

The purpose of a repurchase obligation study is to make reasonable projections concerning the amount of money your company will need to allocate towards buyback over the years. A thoroughly conducted repurchase study will look at actuarial tables, employee turnover averages and other factors to see how many employees are likely to leave the company over a given period of time so that your business always has the cash on hand to comply with buyback regulations.

Our experienced ESOP advisors will conduct studies and help you manage all other aspects of running an ESOP under the current regulatory climate. Our advisors also have the technical and business experience to help members of company management plan their repurchase obligation needs.

Whether you are considering being an ESOP, or are an ESOP, there are times when a business needs a good advisor that they don't already have.  Our REPURCHASE OBLIGATION and other categories represent the best advisors we could find.  Our ESOP Advisors have been checked and vetted to assure business owners and their advisors that the person they are looking at is competent, trustworthy and respected in the ESOP Community.  There are hundreds of Advisors out there offering ESOP related advice, but we have invited only the few who REALLY do many ESOPs to be placed on this site.  As you look at the maps, you will see different colors or levels of pins on the page.  Those pins in Blue or Red have financially participated in this website to assure the reader that they are committed to ESOPs, are continually educated themselves to keep up with the ever changing laws and practices, and want you to know they are equally committed to helping you with your ESOP or company issues.  The Blue and Red pins also represent they have exposed themselves to the condition of having their references checked and shared with you.  The staff at ESOP Marketplace check the references by calling and interviewing them, and then asking them to rate the participant on a scale of 1-5, 5 being the highest rating.  Knowing more about an advisor before you select them will help reduce, but not eliminate the risks of hiring a professional ESOP Advisor.  Our Advisors and Users agree to our terms and conditions by using our family of websites.