Upcoming Webinar: How ESOPs Help Businesses Navigate Rising Costs, Market Uncertainty & Succession Planning
Don’t miss this opportunity to discover how ESOPs can align your business goals with the needs of employees and stakeholders.
ESOP Webinars
ESOPs for Automobile Dealerships
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…
ESOPs for Architectural & Engineering Firms
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…
ESOPs for Banks and Thrifts
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…
ESOPs for Government Contractors
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 &…
ESOPs for Wholesalers and Distributors
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…
ESOPs for Insurance Agencies
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…
ESOPs for Consulting Firms
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…
ESOPs for Construction Firms, Contractors, and Subcontractors
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…
Managing Your Company’s ESOP – Web Seminar with Jack Stack
Turn employees into owners—and owners into teachers In this webinar, Jack Stack, President & CEO of SRC Holdings and author of The Great Game of Business, shares a practical system for running an ESOP company: build an ownership culture, practice open-book management, and create a repeatable scorecard-driven operating rhythm that improves cash flow, productivity, and…
Upcoming Webinar: How Business Owners, Management, and Employees Can Benefit from ESOPs in 2025!
Join us for a free, 90-minute web seminar on Wednesday, November 20th, 2024, where industry experts will guide you through the essential benefits of ESOPs. You'll learn how ESOPs can be structured to meet your specific business needs, ensuring the sustainability and success of your company in 2024 and beyond.
Phil DeDominicis to present ESOP overview for owners, CFOs & CPAs
Sept 15 / Oct 13 / Nov 17, 2022 — Phil DeDominicis will be presenting a webinar for my-cpe.com where he will give an ESOP overview for owners, CFOs & CPAs. This webinar provides a broad overview of ESOPs, discussing key topics such as using them as a business succession tool, how they are structured and financed, typical scenarios where they are used, and the tax differences and benefits between S corporation and C corporation ESOP-owned companies. Attendees will learn about who runs and controls an ESOP-owned business, how ESOP shares are valued compared to other sale options, and how employees can benefit personally and become more productive.
Phil DeDominicis to Present Free CPE Webinar on ESOPs – Nov. 11th
Nov 11, 02:00 PM EST — Phil DeDominicis will be presenting a free webinar, giving an overview on ESOPs for owners, CFOs & CPAs. Click Here to Sign Up The CPE/CE webinar qualifies for 2 credits and provides a broad overview of ESOPs with the following topics: Key topics discussed in this online CPE/CE course: Using…
Planning For ESOP Repurchase Obligations Webinar
Powered by Employees! Learn How To Use Your Employee Ownership To Gain Competitive Advantage Menke has teamed up with Certified EO to help our clients increase employee engagement, attract customers and top talent, and spread the word of employee ownership. During this 30-minute webinar, we’ll cover the benefits of being a Certified Employee-Owned company. Co-presented…
ESOP Best Practices Web Seminar
Session 1 – Introduction Session 2 – ESOP and Retirement Plan Basics Session 3 – Basic ESOP Transactions Session 4 – S Corporation ESOPs Session 5 – Plan Operation Features: The Four Hurdles Session 6 – Advanced ESOP Transactions Session 7 – ESOP Valuation Session 8 – Corporate Governance Session 9 – Key Employee Incentive Plans Session 10 – Administration and Recordkeeping –…
The ABCs of ESOPs Webinar
This is a one-and-a-half hour live Audio/Web Seminar that covers the basics of ESOPs from A to Z. This Audio/Web Seminar is designed for company owners and financial officers who want to determine whether an ESOP might be a good fit for their company. This program is designed to provide a broad overview of the…
ESOP Technical Issues Web Seminar – October, 2011
Below you will find the links to watch each of the Technical Issues Webinar Sessions On-Demand: Session 1: Introduction What is an ESOP? History of ESOPs CLICK HERE TO WATCH SESSION 1 Session 2: Retirement Plan Basics Qualified vs. Nonqualified plans Types of Plans CLICK HERE TO WATCH SESSION 2 Session 3: Basic ESOP Transactions…
Options and Alternatives for Structuring ESOP Transactions Webinar
Program Agenda Valuation Considerations Sell Now Or Sell Later? Tax Considerations Pay Uncle Sam Now Or Pay Uncle Sam Later? To Participate In Esop Or Not To Participate? Financing Considerations To Borrow Or Not To Borrow? To Lend Or Not To Lend? Fiduciary Considerations To Serve As An Internal Fiduciary? Appointing An Independent Fiduciary Control…