Owners at Work

Rethinking Your ESOP Company's Repurchase Obligations


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Repurchase obligations are a major component of ESOP administration and the main way in which employee-owners benefit from owning a financial stake in the companies they worked for. Yet, these obligations are often seen as a burden, and in some cases, can lead to the freezing or termination of the ESOP plan. In this episode we speak with Josh Young of UBS about how ESOP companies can rethink their approach to repurchase obligations in a way that reframes obligations as something to celebrate, rather than an administrative burden.

Guest Details

  • Josh Young, UBS: https://advisors.ubs.com/joshua.m.young/

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Owners at WorkBy Ohio Employee Ownership Center

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