Live ESOP Seminars

Click the Image above to download our flyer in pdf format

Menke & Associates, Inc. will be giving live ESOP seminars in 31 cities throughout the U.S. from April through June of 2012.

To inquire about dates and locations of our upcoming ESOP seminar series:

ESOP Seminar Dates:

Click the Image above to download our flyer in pdf format

Shareholder Liquidity — Financing Alternatives
- Seller Financing
- Two-stage ESOP Buyout
- Key Employee
- Chip Away ESOP
- Unleveraged ESOP Stock
- Purchase
  Prefunded ESOP
- Bank Lending
Business Succession
- Providing for Successor Management
- Providing for Family Members
ESOP Versus Other Liquidity Alternatives
- Sale
- Going Public
- Management Buyout
- Merger
- Redemption
Equity Incentives for Key Employees
C Corporation ESOPs
- Seller Tax-free Strategies
- Seller Tax-deferred
- Strategies
S Corporation ESOPs
- Unique Tax Benefits

Financing an ESOP
- How Bankers Analyze an ESOP Loan
Employee Productivity
- Increase Employee Productivity
- Employee Communication and Education
Increase Cash Flow & Capital
- Issuing New Stock
- Financing Growth
- Increasing Cash Flow & Net Worth
Valuation of Closely-held Companies
- Valuation Techniques
- Tiers of Value
- Premiums
- Appraiser Independence
- Recasting Earnings
- Discounts
Disadvantages — Perceived Versus Real
Technical Aspects
- Eligibility
- Distributions
- Diversification
- Vesting
- Contributions
- Accounting