Menke & Associates, Inc. was founded in 1974 by John Menke who co-authored the landmark ESOP legislation which subsequently spawned the industry. Today, we are the leading firm in the United States in structuring Employee Stock Ownership Plan transactions.

 
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The Nation's Premier Full Service ESOP Firm
 
Single Source Provider for All ESOP Services
 
 
 
Design and Installation
 
ESOP DESIGN & INSTALLATION
 
Along with corporate management, we will design a plan for the acquisition of stock by the ESOP.
 
 
ESOP Administration
 
ESOP ADMINISTRATION
 
Menke provides full-service administration for nearly 1,000 ESOPs - more than any other firm.
 
 
Combined ESOP 401(k)
 
COMBINED
ESOP & 401(k) ADMINISTRATION
 
Combining ESOP Administration and 401(k) recordkeeping provides better administration of both plans at a lesser cost
 
 
ESOP FEASIBILITY STUDIES
 
ESOP
FEASIBILITY STUDIES
 
Menke prepares custom-designed feasibility studies for company owners, company management, bank lenders, and outside company advisors.
 
 
ESOP Repurchase Obligation Studies
 
REPURCHASE OBLIGATION &
ESOP SUCCESS
 
Menke Repurchase Obligation Governance gives you a clear picture of your ESOP’s financial status, with actionable intelligence powered by actuarial and valuation expertise.
 
 
M&A Advisory
 
M&A
ADVISORY*
 
Our affiliate, Menke Capital Corporation, provides investment banking services for the structuring and financing of ESOP buyout transactions.
 
 
Online ESOP Access
 
ONLINE
ESOP ACCESS
 
Proprietary paperless tool that makes your ESOP administration easier to manage and quicker to complete.
 
 
Employee Communications
 
EMPLOYEE COMMUNICATIONS
 
We make sure company employees have a good understanding of the new Plan being presented to them.
 
 
 
ESOP Appraisals
 
ESOP
APPRAISALS
 
30 years providing business valuation appraisals and fairness opinions for privately-held companies.
 
 
 
 

Tuesday, September 20th, 2022

(1:00PM - 2:30PM EDT)

In 2022, many companies are looking for ways to minimize corporate taxes and maximize cash preservation, while also maintaining competitive employee benefits. Other companies are looking for ways to create liquidity for shareholders who wish to retire or reduce their ownership stake.

This 90-minute web seminar is free-of-charge and will show how ESOPs can be structured to accomplish these and other objectives that may be essential to the sustainability and success of your company in 2022!

Among the topics that will be covered are the following:

  • What is an ESOP and what benefits can an ESOP provide to companies and their owners?
  • What are the basic ESOP structures?
  • How are ESOPs typically structured to accomplish any one or more of seven different shareholder/company objectives?
  • What benefits can ESOPs provide for shareholders of S corporations?
  • What benefits can ESOPs provide for shareholders of C corporations?
  • How are companies valued for ESOP purposes?
  • How is ESOP financing structured?
  • What is the impact of an ESOP on employee motivation and productivity?
 

SIGN UP NOW
 

President John D. Menke

John D. Menke, President and CEO of The Menke Group

“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.”

John D. Menke

*Investment banking services offered through Menke Capital Corporation, Member FINRA and SIPC, an affiliate of Menke & Associates, Inc.

The financial advisory services provided by Menke & Associates, Inc. and the investment banking services provided by Menke Capital Corporation are not meant to be construed as services that constitute an offer to buy or sell, or a solicitation of any offer to buy or sell any securities or financial instruments, or to participate in any particular trading strategy, or to provide investment recommendation on any company for personal investment purposes.  Menke & Associates, Inc. and Menke Capital Corporation do not provide tax or legal advice.  Tax and legal professionals should be consulted separately before implementing any changes to your tax or legal plans or strategies.

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