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Article

Should You Releverage Your ESOP?

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 article compares and contrasts the three methods and addresses the circumstances under which releveraging may be a viable strategy.

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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