Menke & Associates’ San Francisco Bay Area office, located in Burlingame, California, serves companies throughout San Francisco and the greater Bay Area with ESOP‑focused advisory, transaction execution, and legal support.
This office serves as Menke’s headquarters and primary West Coast office, supporting clients nationwide while maintaining deep roots in Northern California. With more than 4,000 ESOP transactions completed and decades of ESOP specialization, Menke helps founders, boards, and leadership teams design and implement Employee Stock Ownership Plans (ESOPs) that deliver liquidity, preserve independence, and support long‑term employee ownership.
San Francisco Bay Area ESOP Services
ESOP Investment Banking & Transaction Advisory
ESOP feasibility studies and transaction modeling
Seller‑financed and bank‑financed ESOP structures
Partial and 100% ESOP sale transactions
Capital structure planning and lender coordination
Support for trustee diligence and fiduciary process
ESOP Legal Services
ESOP transaction legal structuring and execution support
ERISA and fiduciary process legal guidance
S‑corporation and C‑corporation ESOP legal structuring
Section 1042 transaction legal coordination
Bay Area Coverage
From technology and professional services to manufacturing, construction, and distribution, Bay Area companies frequently use ESOPs as a succession strategy that supports continuity and culture.
Menke’s San Francisco Bay Area office serves:
San Francisco
Burlingame
San Mateo
Palo Alto
Mountain View
Redwood City
Menlo Park
South San Francisco
Daly City
Oakland
Berkeley
San Jose
The greater Bay Area and Northern California
Why Bay Area Companies Choose Menke
Companies across the Bay Area choose Menke because ESOPs are our core specialty and we bring an integrated approach to complex transactions.
Key differentiators include:
ESOP‑first focus built over decades
Deep experience with seller‑financed ESOPs
Integrated transaction advisory and ongoing support
Proven execution for closely held companies and high‑growth businesses
San Francisco Bay Area Headquarters Contact Information (Burlingame)
Menke & Associates – San Francisco Bay Area Headquarters (Burlingame, CA)
111 Anza Blvd, Suite 422
Burlingame, CA 94010
📞 (415) 362‑5200
📠 (415) 398‑2260
