Learn why an ESOP is better for You,
your Business, and your Employees

retire sailing

Upcoming Web Seminar:

How Business Owners, Management, and Employees Can Benefit from ESOPs in 2024!

In 2024, many companies are looking for ways to minimize corporate taxes and maximize cash preservation, while also maintaining competitive employee benefits. Other companies are looking for ways to create liquidity for shareholders who wish to retire or reduce their ownership stake.

This 90-minute web seminar is free-of-charge and will show how ESOPs can be structured to accomplish these and other objectives that may be essential to the sustainability and success of your company in 2024!

Among the topics that will be covered are the following:

  • What is an ESOP and what benefits can an ESOP provide to companies and their owners?

  • What are the basic ESOP structures?

  • How are ESOPs typically structured to accomplish any one or more of seven different shareholder/company objectives?

  • What benefits can ESOPs provide for shareholders of S corporations?

  • How are ESOPs typically structured to accomplish any one or more of seven different shareholder/company objectives?

  • How are companies valued for ESOP purposes?

  • How is ESOP financing structured?

  • What is the impact of an ESOP on employee motivation and productivity?

Tuesday, May 21st, 2024 
10:00AM - 11:30AM PDT
11:00AM - 12:30PM MDT
NOON - 1:30PM CDT
1:00PM - 2:30PM EDT

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Liquidity + Control.

Over the past 35 years more than 40,000 U.S. company owners have taken advantage of this opportunity to create shareholder liquidity without having to sell the entire company.

SIX ESOP ADVANTAGES

PRODUCTIVITY

Studies show employee owners work harder.

PROFITABILITY

Productivity leads to Profitablity.

LIQUIDITY

An ESOP is a ready buyer of company shares.

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SELL TAX-FREE

After-tax proceeds exceed sale to an outside buyer.

RETAIN CONTROL

No matter how large a share is ESOP-owned.

TAX DEDUCTIBLE

Repay debt with tax deductible or tax-free dollars.

Incentives Aligned.

An ESOP combines the financial interests of the employees with those of the original shareholders so that teamwork and a long-range investment perspective towards the business are in everyone's self-interest.

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ESOP Pros and Cons
Free Ebook

This booklet has been developed for those owners of privately-held businesses who are interested in liquefying some portion of the equity which has accumulated in their companies.

If you are interested in accomplishing this objective without sacrificing the identity of your company, jeopardizing the jobs of valued employees, or relinquishing control of the company you own, an ESOP installation may provide the optimal solution for you hoping to achieve all of these goals.

Ready, Tax-Advantaged Buyer.

If the ESOP acquires 30% or more of the outstanding stock of a privately-held company, any capital gains tax on the transaction is deferred indefinitely. In the case of an S corporation that is 100% owned by its ESOP, the company's earnings will be entirely tax-exempt.

SIX MORE
ESOP Advantages

  • Increase Employee Productivity and Company Profitability

  • Retain Control of your Company

  • Sell Your Stock in a Tax-Free-Sale

  • Liquidity and Diversification for Seller

  • Receive After-Tax Proceeds Greater than from a Sale to an Outside Buyer

  • Repay the Debt with Tax Deductible of Tax-Free Dollars

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About Us

The Menke Group was founded in 1974 by John D. Menke, with the idea of using employee ownership as a powerful business succession tool. Having co-drafted the original employee stock ownership plan (ESOP) legislation, he has written countless articles on the topics of estate planning, ESOPs, leveraged buyouts, and management compensation strategies.

The Nation's Premier Full Service ESOP Firm

Single Source Provider for All ESOP Services

ESOP DESIGN & INSTALLATION

Each ESOP is custom drafted, based upon a 20 page checklist, to reflect your own personal desires and preferences.

ESOP ADMINISTRATION

Menke provides full-service administration for nearly 1,000 ESOPs - more than any other firm.

COMBINED ESOP & 401(k) ADMINISTRATION

Each ESOP is custom drafted, based upon a 20 page checklist, to reflect your own personal desires and preferences.

ESOP FEASIBILITY STUDIES

Menke prepares custom-designed feasibility studies for company owners, company management, bank lenders, and outside company advisors.

ESOP REPURCHASE OBLIGATION STUDIES

Menke prepares custom-designed ESOP repurchase obligation studies for company management, ESOP trustees, bank lenders, and outside company advisors.

M&A ADVISORY*

Our affiliate, Menke Capital Corporation, provides investment banking services for the structuring and financing of ESOP buyout transactions.

ONLINE ESOP ACCESS

Proprietary paperless tool that makes your ESOP administration easier to manage and quicker to complete.

EMPLOYEE COMMUNICATIONS

We make sure company employees have a good understanding of the new Plan being presented to them.

ESOP APPRAISALS

30 years providing business valuation appraisals and fairness opinions for privately-held companies.

John D. Menke
Founder, President

"The Menke Group is committed to providing our clients with the highest level of expertise and service as it relates to the structuring and implementation of employee and management-led buyout transactions. We believe that by maintaining our position as recognized leaders in employee and management related transactions, we will continue to be able to bring unparalleled guidance, support and results to our clients nationwide and around the world."

50

YEARS IN
BUSINESS

4,000+

ESOPs CREATED

800+

ADMIN
CLIENTS

READY FOR AN ESOP NOW ?

Interested in finding out how an ESOP could work for your company?

FREE ANALYSIS

moreinfo@menke.com
(800) 347-8357

Copyright Ⓒ 2024 Menke & Associates, Inc. All rights reserved