Pacific Medical Becomes 30% Employee-Owned with Menke Guidance
Tracy, Calif.-based Pacific Medical is now 30% employee-owned through a new ESOP that supports its succession strategy and rewards employees.
October 2026
How to Forecast and Fund Your ESOP Repurchase Obligation
Most ESOP companies carry a multimillion-dollar commitment that never appears on the balance sheet. Here is what drives the repurchase obligation, how far out to forecast it, and how much cash to set aside before the next large retirement.
Upcoming Webinar: The ESOP Exit Strategy
Don’t miss this opportunity to discover how ESOPs can align your business goals with the needs of employees and stakeholders.
From Direct Shares to a Minority ESOP: How ISEC Approached Ownership Succession
ISEC already had about 450 shareholders when it decided its ownership structure needed to change. Its CEO and CFO explain why they started with a minority ESOP, and why bridging the old plan and the new one has been the hardest part.