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Article

Should You Releverage Your ESOP?

By Tim Cleary
TopicESOP

Should You Releverage Your ESOP?

Article Overview

There are three ways of handling the ESOP repurchase obligation: (1) recycling, (2) redeeming, and (3) releveraging. Recycling and redeeming are the most commonly used strategies. This chapter compares and contrasts the three methods and addresses the circumstances under which releveraging may be a viable strategy.

Original content written for The National Center for Employee Ownership, The ESOP Repurchase Obligation Handbook, Fifth Edition (2018). The full digital publication is available for purchase from NCEO here.

Tim Cleary

Tim Cleary

“The most rewarding aspect of my career is knowing that our creative ideas help businesses successfully and effectively transition their ownership from one generation of owners to the next generation of employees.”

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