Maximize Success with ESOPs in 2025: A Free Webinar for Business Owners, Management, and Employees
Don’t miss this opportunity to discover how ESOPs can align your business goals with the needs of employees and stakeholders.
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THE MENKE GROUP
AMERICA’S LARGEST & OLDEST ESOP ADVISOR
Celebrating 50 Years of Excellence in...
ESOP Design Installation Administration Appraisals Legal Consulting
Since 1974, Menke has structured over 4,000 ESOPs, the most by any single organization.
We design and install ESOPs for companies with as few as 10 employees and as many as 10,000 employees.
We provide all the services needed to design and install an ESOP, including Structuring, Legal & Tax Compliance, Valuation, Documentation, Debt Capital Raising (if required), Employee Communication, and Administration.
Years in Business
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ESOPs Designed and Installed
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Administration Clients
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Menke does a tremendous job for us. I am very pleased.
Bob W., President
Industry: Machinery
ESOP since 2001
Industry Leading Solutions
Single Source Provider for All ESOP Services
ESOP Design & Installation
Along with corporate management, we will design a plan for the acquisition of stock by the ESOP.
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ESOP Administration
Menke provides full-service administration for nearly 1,000 ESOPs – more than any other firm.
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Combined ESOP & 401(k) Administration
Each ESOP is custom drafted, based upon a 20 page checklist, to reflect your own personal desires and preferences.
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ESOP Feasibility Studies
Menke prepares custom-designed feasibility studies for company owners, company management, bank lenders, and outside company advisors.
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ESOP Repurchase Obligation Studies
Menke prepares custom-designed ESOP repurchase obligation studies for company management, ESOP trustees, bank lenders, and outside company advisors.
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Employee Communications
We make sure company employees have a good understanding of the new Plan being presented to them.
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Online ESOP Access
Along with corporate management, we will design a plan for the acquisition of stock by the ESOP.
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ESOP Appraisals
30 years providing business valuation appraisals and fairness opinions for privately-held companies.
Learn More READY FOR AN ESOP NOW?
Interested in finding out how an ESOP could work for your company?
John D. Menke
Founder, President
“The Menke Group is committed to providing our clients with the highest level of expertise and service as it relates to the structuring and implementation of employee and management-led buyout transactions. We believe that by maintaining our position as recognized leaders in employee and management related transactions, we will continue to be able to bring unparalleled guidance, support and results to our clients nationwide and around the world.”
ESOP Industry News
A Fireside Chat with Ringland-Johnson
As part of The Menke Group’s fiftieth anniversary celebration, our CEO, Trevor Gilmore, is holding a series of virtual ‘fireside chats’ with our clients to discuss their ESOP journeys. Brent Johnson, CEO of Ringland-Johnson, shared his insights recently. Ringland-Johnson is one of the top industrial and commercial construction firms in the Midwest with a history…
AEC Electric Works with The Menke Group to Adopt the Employee Ownership Model with an Employee Stock Ownership Plan (ESOP)
Burlingame, CA, September 24, 2024 – The Menke Group, the leading single-source Employee Stock Ownership Plan (ESOP) provider in the United States, announced that AEC Electric, a commercial electrical contractor covering all of Arizona, has become 100 percent employee-owned with the help of The Menke Group. The ESOP plan extends ownership of the company to…
50th Anniversary Marks Change in Executive Leadership as Trevor Gilmore Assumes CEO Role
Burlingame, CA, August 28, 2024 – The Menke Group, the leading single-source Employee Stock Ownership Plan (ESOP) provider in the United States, announced that 2024 marks its fiftieth anniversary of advising companies on designing and managing ESOPs. In addition, the company announced that Trevor Gilmore, former CFO and COO of The Menke Group, was promoted…
Join Us for a Special Lunch & Learn: ESOP 101
Lunch & Learn: ESOP 101 We are pleased to invite you to an exclusive Lunch & Learn event, where you’ll have the opportunity to explore the benefits of selling your business to an Employee Stock Ownership Plan (ESOP). This event, hosted by JPMorgan Chase and The Menke Group, is designed specifically for business owners who…
Menke: Celebrating 50 Years – A Timeline of ESOP Excellence
As we celebrate our 50th anniversary, take a tour of the history of The Menke Group and ESOPs. 1974 The Menke Group, founded by John D. Menke, is incorporated in June. Employee Retirement Income Security Act (ERISA), including ESOP provisions drafted by John D. Menke, is signed into law on September 2. 1975-1985 1975 John…
Reflections on the 50th Anniversary of The Menke Group, Inc.
IRS qualified stock bonus plans and profit-sharing plans have existed in this country since they were first authorized by the Revenue Act of 1921. However, during the ensuing years very few stock bonus plans existed, and most of them were used by publicly traded companies as an employee incentive plan. Instead, most public-traded companies offered…
Matt Nels to Speak at ‘Let’s Talk ESOPs’ Event in Montana
Employee Stock Ownership Plans (ESOPs) stand at the forefront of transforming how businesses view and engage their workforce. These plans not only offer a route to employee ownership but foster a culture of involvement, commitment, and shared success. The upcoming ‘Let’s Talk ESOPs’ event in Montana, slated for Wednesday, July 31, 2024, at Pacific Steel…
Why SOC 1 and SOC 2 Matter for Menke and Our Clients
Trust and security are more important than ever, and when it comes to your company’s ESOP, this is especially true. Employees and stakeholders must know that their data is safe and that related reporting processes are managed rigorously. SOC 1 and SOC 2 reports, produced by an independent certified public accounting firm following a comprehensive…
AV Construction Works with The Menke Group to Adopt the Employee Ownership Model with an Employee Stock Ownership Plan (ESOP)
Fountain Valley, CA, April 17, 2024 – The Menke Group, a leading full-service ESOP provider, announced that AV Construction, a renowned healthcare development firm based in Fountain Valley, has become 100 percent employee owned with the help of The Menke Group. The Menke Group will assist AV Construction to extend ownership of the company to…
Contribution and Allocation Limitations
CONTRIBUTION AND ALLOCATION LIMITATIONS FOR PLAN YEARS ENDING IN 2024 Date: April 2024 C CORPORATION CONTRIBUTION LIMITATIONS (Sec. 404 of the Code): Example: (The Sec. 404 limit is calculated for all employer plans in the aggregate.) Sec. 404 Gross Compensation 1 $345,000.00 Less Sec. 401(k) Salary Reduction 0.00 Less Sec. 125 Salary Reduction 0.00 Net…
IRS Releases Retirement Plan Limits for 2024
On October 12, 2023, the Social Security Administration (SSA) announced the 2024 Social Security Wage base increase from $160,200 to $168,600. The IRS (Internal Revenue Service) announced the 2024 cost-of-living adjustments for various retirement plan limits on November 1, 2023. Below are selected adjustments applicable to employer-sponsored retirement plans effective January 1, 2024. Additional details…
Learn why an ESOP is better for You,
your Business, and your Employees
Upcoming Web Seminar:
As we move into 2025, businesses are navigating a dynamic economic landscape marked by evolving tax policies, rising employee expectations, and the need for sustainable growth strategies. Whether your goal is reducing corporate taxes, creating liquidity for retiring shareholders, or retaining top talent with competitive benefits, Employee Stock Ownership Plans (ESOPs) offer a proven pathway to success.
This engaging 90-minute webinar will highlight how ESOPs can empower businesses to thrive in 2025 and beyond, providing insights tailored to this year’s unique challenges and opportunities.
What You'll Learn
- What is an ESOP? A comprehensive overview of how ESOPs work and the transformative benefits they offer to companies and employees.
- Solutions for 2025’s Challenges: Strategies to tackle rising labor costs, preserve cash flow, and leverage ESOP tax advantages to build resilience.
- Tax Benefits for Owners & Companies: Explore ways ESOPs minimize taxes while boosting after-tax returns for selling shareholders.
- Attract & Retain Talent: Understand how ESOPs foster employee loyalty, enhance productivity, and drive long-term growth.
- Valuation & Financing Insights: Learn how ESOP valuations are conducted and discover flexible financing structures that support your business goals.
Why 2025 is the Year to Explore ESOPs
With increasing focus on equitable business practices, tax-efficient growth, and employee empowerment, ESOPs have never been more relevant. Research shows that ESOP-owned companies consistently outperform their peers in growth, profitability, and employee satisfaction—key factors in staying competitive in today’s economy.
This webinar is ideal for business owners, CFOs, HR leaders, and advisors seeking actionable strategies to adapt and succeed in 2025’s evolving marketplace.This engaging 90-minute webinar will highlight how ESOPs can empower businesses to thrive in 2025 and beyond, providing insights tailored to this year’s unique challenges and opportunities.
Reserve Your Spot Today
Don’t miss this opportunity to discover how ESOPs can align your business goals with the needs of employees and stakeholders.
10:00AM – 11:30AM PT
11:00AM – 12:30PM MT
12:00PM – 1:30PM CT
1:00PM – 2:30PM ET