Free Preliminary ESOP Analysis

Menke’s ESOP advisors have decades of experience designing and executing employee ownership transactions across a wide range of industries.

This confidential questionnaire allows our team to assess whether an ESOP may be structurally and financially viable for your company.

What to Expect

After submitting:

    • A senior ESOP advisor will review your information

    • We will schedule a confidential discussion

    • You will receive preliminary feedback regarding feasibility, transaction size, and potential structure

There is no cost or obligation associated with this preliminary review.

If a more detailed feasibility study is required for lenders or shareholders, we will outline that separately.

All information submitted is held in strict confidence.

Designed For:

  • Business owners evaluating succession

  • Companies with $5M+ in annual revenue

  • Owners seeking liquidity, tax efficiency, or employee ownership transition