How Smart ESOPs Link Repurchase Planning with Acquisition-Driven Growth
Tuesday, April 7, 2026
4:15 PM - 5:15 PM CDT
Location: 206
CE: 1
CE Type: CPE, SHRM Education Level: Intermediate
This session reframes the RPO as a strategic tool that not only safeguards future liquidity but also provides the insight needed to launch a disciplined and intentional acquisition strategy.
Participants will learn how to connect the dots between their RPO forecasts and acquisition readiness, using the same data that informs long-term sustainability to identify opportunities that enhance cash flow, diversify revenue, and strengthen valuation. The session will also explore how thoughtful acquisitions can reshape repurchase trajectories and increase value for employee-owners, transforming the RPO from a constraint into a catalyst for growth.
Participants will leave with a clear path to begin developing an acquisition strategy grounded in their RPO study and aligned with their company’s long-term employee ownership goals.
Understand how the data, assumptions, and forecasting within an ESOP’s repurchase obligation study can be leveraged as a starting point for developing an acquisition framework that aligns capital availability with long-term growth goals.
Develop a step-by-step roadmap to initiate acquisition framework planning that aligns inorganic growth initiatives with repurchase obligation forecasts.
Demonstrate how fiduciaries can use an acquisition framework to not only identify growth opportunities but also to strengthen sustainability and fulfill emerging fiduciary responsibilities around long-term ESOP value creation.
