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Sustainability Simplified: Run Your Own Mini Study in an Hour

Tuesday, April 7, 2026
10:00 AM - 11:00 AM CDT
Location: Baird Ballroom D | Demo Stage
CE: 1.0

Sponsored By 
Every ESOP company eventually faces the same reality: shares must be repurchased. This obligation is fundamental to employee ownership, but it is also a unique challenge that can cause issues related to growth and sustainability.

This session looks to provide a simple and comprehensive framework for understanding ESOP sustainability. We will walk through five diagnostic tests that can be completed using information readily available to any ESOP, and that will give you a basic read on your sustainability. Together we will walk through each diagnostic, learn what warning signs to watch for, and understand what the results mean for your company’s future.

This session is designed for ESOP leaders who want a clear, efficient way to pressure-test sustainability, identify where deeper analysis is truly needed, and leave with a sharper sense of how to gauge their ESOP’s long-term health.

Learning Objectives:

  1. Apply a five-test diagnostic framework using readily available company information to quickly assess an ESOP’s long-term sustainability and repurchase risk.
  2. Identify early warning signs related to growth, cash flow, and repurchase obligation dynamics that may threaten ESOP sustainability before they appear in formal studies.
  3. Determine when a high-level sustainability check is sufficient and when deeper analysis or a formal sustainability study is warranted based on diagnostic results.