January 20, 2023

Kicking Off 2023 with The National Center for Employee Ownership

The Menke Group is looking forward to participating in the 2023 meeting series for the The National Center for Employee Ownership. The meeting series is designed for business owners who are evaluating whether an Employee Stock Ownership Plan (ESOP) is the right vehicle for their business succession needs. The first meeting of 2023, entitled “Is an ESOP Right for You?”, will take place in Portland, Oregon on Monday, February 6 and Tuesday, February 7.

Chuck Bachman Portland ESOP Design

Chuck Bachman, Corporate Counsel of The Menke Group, will lead an important session on designing and operating an ESOP

The program is open to companies that are considering an ESOP in their succession planning or new employee owners who want to understand how ESOPs work. The day-and-a-half format provides a practical map of issues for consideration, including valuation, financing, legal issues, plan design, shareholder issues and communications and culture impacts.

Chuck Bachman, Corporate Counsel of The Menke Group, will lead an important session on designing and operating an ESOP.

  • Plan Design and Operations
  • Tuesday February 7, 2023
  • 9:35 AM – 10:05 AM

The meeting will take place at the Bidwell Marriott Portland, beginning at midday on Monday, February 6 and concluding on the afternoon of Tuesday, February 7. Pricing and registration information is available on the NCEO site.

This meeting is a great opportunity for business owners to learn more about how to enhance their company’s legacy and benefits plan while getting fair market value with an ESOP.  We hope to see you there!

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