All of our ESOP Advisors were trained as bankers and/or investment bankers before joining the Menke Group, and their average years of service after joining the Menke Group is in excess of 20 years of service. Based on their many years of experience in designing and installing ESOPs, our ESOP Advisors can in most cases readily determine if an ESOP is feasible in your situation by simply reviewing your company’s recent financial history and then discussing your goals and objectives with you over the telephone. In those cases where your outside shareholders or lenders require a formal feasibility study, our ESOP Advisors will prepare a custom-designed feasibility study containing various financial models and projections that illustrate how the ESOP can best be designed to provide the maximum possible tax and financial benefits for your shareholders.The purpose of this questionnaire (and a follow-up conversation with you) is to help us determine the preliminary viability of an Employee Stock Employee Ownership Plan for your company. All responses will be held in strictest confidence. There is no fee associated with you furnishing this information or our initial contact with you.
Please complete all applicable entries, and hit the submit button at the bottom of the page. One of our Managing Directors will contact you shortly thereafter to discuss how ESOPs are designed and how they may be useful to your situation. For the last four questions A, B, C, and D please rank in order of importance from 1 to 4.
Please be assured that we respect your privacy, and we will not sell your contact information to any other organization. We implement a variety of security measures to maintain the safety of your personal information when you enter, submit, or access your personal information.