Professional Advisors

If you are a professional advisor such as a CPA, attorney, CLU, banker, financial planner, estate planner, wealth preservation manager or other trusted advisor to owners of a privately-held business that may have an interest in exploring the feasibility of an ESOP, please give us a call. We will be happy to answer any questions you may have regarding the feasibility of an ESOP for your clients, without any cost or obligation.

Menke & Associates, Inc. is available throughout the year to give live ESOP seminars and/or ESOP webinars to professional advisors and their firms. No seminar fee or webinar fee will be charged. All travel expenses will be borne by Menke & Associates, Inc.

If you are interested in scheduling an ESOP seminar or ESOP webinar for your firm, please call Jeanie Kluga in California at 415-362-5200 or Phil DeDominicis in Maryland at 410-885-2531.

 

ESOP Advisory Professionals

We are one of the leading firms in the United States in structuring Employee Stock Ownership Plan transactions. Our ESOP Advisors bring more than 100 years of collective experience in structuring ESOP transactions. These officers and associates have participated in over 2,500 transaction

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Administration Professionals

Our full service ESOP administration group provides fast, reliable and accurate ESOP administration and ESOP recordkeeping services for nearly 1,000 ESOPs nationwide. Our staff of trained and experienced administrators can handle all of your ESOP recordkeeping needs no matter how complex or complicated. All of our administrators have been trained as accountants adn/or CPAs, and their average years of service with the Menke Group is in excess of 13 years of service.

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Legal Professionals

Menke & Associates, Inc. provides all of the legal documentation necessary to design and install an ESOP, including plan documents, corporate resolutions, and employee announcements. In addition, our professional legal staff prepares the IRS application for a Determination Letter and works with the pension trust representatives of the IRS in connection with obtaining IRS approval. Our legal services staff keeps all of our clients advised of any changes in the laws or regulations that may affect the use or operation of the plan.

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Appraisal Professionals

Sansome Street Appraisers, Inc. is an appraisal register that contracts with independent appraisal firms to provide business valuation appraisals of private companies. The names and backgrounds of the independent appraisal firms which are engaged by Sansome Street Appraisers, Inc. to provide business valuation appraisals are as follows:

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