A practical guide for owners & managers weighing a management-led acquisition This Menke guide—authored by Phillip DeDominicis, Managing Director (Investment Banking)—explains how to evaluate, finance, and execute a management buyout (MBO), including when to consider an ESOP in the mix. You’ll learn what qualifies a company for an MBO, how to value the business, how…
How to run a disciplined, value-maximizing sell-side process Thinking about a third-party sale? This Menke guide walks owners and boards through a structured, multi-round process that protects confidentiality, keeps bidders competitive, and maximizes certainty of close. You’ll learn how to prepare, market, negotiate, and close—while selecting the deal structure (asset vs. stock vs. merger/§338(h)(10)) that…
Drive Ownership, Retention, and Long-Term Growth In this webinar, John Menke, President of Menke & Associates, and Phil DeDominicis, Managing Director and ESOP investment banker, discuss how Employee Stock Ownership Plans (ESOPs) help automobile dealers achieve liquidity, succession, and growth—while keeping the business locally owned and tax-efficient. For over 50 years, Menke & Associates has…
Align ownership with your people—without losing control In this webinar, John Menke and Chuck Bachman (ERISA attorney & CPA) explain how Employee Stock Ownership Plans (ESOPs) help A/E firms solve succession and liquidity while preserving independence, motivating talent, and unlocking substantial tax benefits. ESOPs create an internal market for shares, let founders diversify, and turn…
Liquidity, Capital Strength, and Ownership Continuity In this webinar, John Menke and Victor Alam (ERISA attorney) explain how banks and thrifts can use Employee Stock Ownership Plans (ESOPs) to solve shareholder liquidity, strengthen capital, retain control, and improve employee alignment—while leveraging unique tax advantages. https://www.youtube.com/watch?v=zhV8hoHJYcU See Video Transcript 0:00in the chat section and you can…
Secure Ownership, Continuity, and Tax Efficiency In this in-depth webinar, John Menke, President of Menke & Associates, and Victor Alam, ERISA attorney and Senior Counsel with the firm, explain how Employee Stock Ownership Plans (ESOPs) can help government contractors achieve ownership transition, liquidity, and tax efficiency—all while maintaining management control and workforce stability. Menke &…
Building Ownership, Continuity, and Growth In this informative webinar, John Menke, President of Menke & Associates, and Rick Rose, Managing Director, discuss how Employee Stock Ownership Plans (ESOPs) help wholesalers and distributors achieve succession, liquidity, and tax-efficient growth—while engaging employees as true stakeholders in the company’s success. For over 50 years, Menke & Associates has…
Secure Your Agency’s Future Through Employee Ownership In this informative webinar, John Menke, President of Menke & Associates, Inc., and Kyle Coltman, CEO of the firm, explain how Employee Stock Ownership Plans (ESOPs) can provide insurance agency owners with a powerful tool for succession, liquidity, tax savings, and employee retention. Menke & Associates is the…
Unlocking Ownership, Value, and Growth in Professional Services In this educational webinar, John Menke and Chuck Bachman of Menke & Associates, Inc. explain how consulting firms can use Employee Stock Ownership Plans (ESOPs) to address liquidity, succession, and employee retention—all while leveraging substantial tax advantages. https://www.youtube.com/watch?v=kwnVOXnH3jk See Video Transcript 0:00good morning welcome to the web…
Empowering Construction Firms Through ESOPs Building Ownership, Stability, and Growth Employee Stock Ownership Plans (ESOPs) have become one of the most effective tools for construction firms, contractors, and subcontractors looking to strengthen their company’s future. In this insightful webinar hosted by Menke & Associates, John Menke and Bruce Armstrong—two of the nation’s leading ESOP experts—explore…
Employee Stock Ownership Plans (“ESOPs”) are federally qualified employee benefit programs governed by U.S. law. Since our president and founder, John Menke, wrote some of the original ESOP legislation in 1974, more than 25 additional laws have been passed to promote and broaden the benefits of ESOPs. In general, ESOPs offer owners of companies tax…