Consulting software solutions for ESOP repurchase obligations
A manager explaining ESOP to a team on a whiteboard
We help ESOP organizations answer 3 important questions

How big are repurchase obligations and when will they occur?

Using our TelescopeTM software expertise, we prepare robust repurchase obligation studies – long-term forecasts of future repurchase obligations.

Will there be enough cash to meet repurchase obligations?

We prepare sustainability analyses, constructing dynamic financial models in which we integrate projected repurchase obligations, providing visibility of future cash flow, income, benefit levels, and return on equity.

What is the best way to manage and fund the ESOP?

Combining our expertise and modeling capabilities, we help ESOP organizations identify, analyze, and select the best distribution policy, repurchase method, and funding strategy to meet their specific goals.
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Industry-leading software for forecasting ESOP repurchase obligations

Backed by expert technical support, our web-based ESOP software is easy to use and offers:

Cost-effectiveness
Model as many studies and scenarios as you want

Flexibility
Explore a wide array of alternative strategies

Independence
Work on your own without consultants

Actionable Information
Make informed decisions

Convenience
Update in real-time
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ESOP repurchase obligation specialists

We’re the leading experts in ESOP repurchase obligation studies, sustainability analysis, and consulting. Combining our expertise with our industry-leading software, Telescope™, we help ESOP companies make educated decisions about their repurchase obligations. You can count on completely objective guidance.

25+ Years of experience

1000+ Completed studies

750+ Companies served

1000+ Telescope users

Reach out
Have questions? Let's talk.

See how Principal® could help you reach your unique goals.

Email: esopinfo@principal.com
Telephone: 833-201-0141

Footnotes

Based on Telescope reporting as of 12/31/2024.

Insurance products and plan administrative services provided through Principal Life Insurance Company®.

Principal Life Insurance Company, Principal Global Investors®, Principal Bank, and Principal Trust Company are members of the Principal Financial Group®, Des Moines, Iowa 50392.

Principal®, Principal Financial Group®, and Principal and the logomark design are registered trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States and are trademarks and services marks of Principal Financial Services, Inc., in various countries around the world.