Dividends are often viewed as a last resort funding source for repurchase obligation or as a requirement to cover the tax liability of non-ESOP shareholders. However, some circumstances present strategic opportunities for ESOP-owned companies. Integrating dividends into capital allocation and ESOP funding strategies can optimize capital structure, manage repurchase obligations effectively, and enhance value for both the ESOP and its participants.
Webinar air date: 7/9/24