The Menke Group’s combined staff of professional ESOP advisors, lawyers, administrators, and appraisers provides Menke Group clients with all of the ancillary services needed to maintain and operate their ESOPs, including the following: Employee Communications We have a staff of two employee communications professionals who specialize in developing and presenting customized PowerPoint presentations to new…
View detalsThe Menke Group legal team has designed and structured more ESOP transactions than any other firm in the country. The legal team at the Menke Group provides a wide range of ESOP legal and consulting services for nearly 1,000 ESOPs throughout the country. These services cover all the legal services related to installing and administering…
View detalsMenke ESOPOnline ServicesSM – a proprietary paperless tool that makes your ESOP administration easier to manage and quicker to complete. Menke ESOPOnline ServicesSM is a secure online tool that enables your company to store and archive plan records and account information for all Plan participants and also enables participants to directly access their own account…
View detalsOur client-oriented services provide all of the services needed to manage your ESOP recordkeeping and compliance requirements in a timely and efficient manner with minimum involvement of your HR staff. The Menke Group is a full-service third party administrator that administers more ESOPs than any other firm in the country. The goal of our highly…
View detalsThe Menke Group is the Nation’s Largest and Most Experienced ESOP Administration Firm. We administer nearly 1,000 ESOPs – more than any other firm. Our client-oriented services provide all of the services needed to manage your ESOP recordkeeping and compliance requirements in a timely and efficient manner with minimum involvement of your HR staff. The…
View detalsDesign Menke, in connection with corporate management, will design a plan for the acquisition of stock by the ESOP. Such plan will include advice and assistance in structuring the transaction so as to comply with all applicable IRS contribution and allocation limits. Such financial plan will include a free preliminary financial analysis regarding the feasibility…
View detalsAt Menke, we provide all the services needed to design and install an ESOP, including Structuring, Legal & Tax Compliance, Valuation, Documentation, Debt Capital Raising (if required), Employee Communication, and Administration. ESOP Design and Installation Menke, in connection with corporate management, will design a plan for the acquisition of stock by the ESOP. Such plan…
View detalsSansome Street Appraisers, Inc. is an appraisal register that contracts with independent appraisal firms to provide business valuation appraisals of private companies. The names and backgrounds of the independent appraisal firms which are engaged by Sansome Street Appraisers, Inc. to provide business valuation appraisals are as follows: Robert A. Ireland, ASA Robert M. Ireland has…
View detalsOur full service ESOP administration group provides fast, reliable and accurate ESOP administration and ESOP recordkeeping services for nearly 1,000 ESOPs nationwide. Our staff of trained and experienced administrators can handle all of your ESOP recordkeeping needs no matter how complex or complicated. All of our administrators have been trained as accountants and/or CPAs, and…
View detalsIf you are a professional advisor such as a CPA, attorney, CLU, banker, financial planner, estate planner, wealth preservation manager or other trusted advisor to owners of a privately-held business that may have an interest in exploring the feasibility of an ESOP, please give us a call. We will be happy to answer any questions…
View detalsBurlingame, CA – Investment Banking & Legal111 Anza Blvd, Suite 422Burlingame, CA 94010Telephone: (415) 362-5200Fax: (415) 398-2260 Atlanta, GA325 Sheringham TrailRoswell, Georgia 30076Telephone: (470) 899-9116 Chicago – Investment Banking909 Davis Street, Suite 500Evanston, IL 60201Telephone: (847) 416-1498Fax: (415) 398-2260 Chicago – Plan Administration613 Cherry GroveSugar Grove, IL 60554Telephone: (847) 737-3417 Florida3064 Terramar DriveNaples, Florida 34119Telephone:…
View detalsMenke & Associates, Inc. was founded in 1974 by John Menke who co-authored the landmark ESOP legislation which subsequently spawned the industry. Today, the firm is one of the leading firms in the United States in structuring Employee Stock Ownership Plan transactions. Single Source Provider for All ESOP Services Oldest ESOP Advisor Most ESOPs created…
View detalsWe are one of the leading firms in the United States in structuring Employee Stock Ownership Plan transactions. Our ESOP Advisors bring more than 100 years of collective experience in structuring ESOP transactions. These officers and associates have participated in over 2,500 transactions. John D. Menke Presidentjmenke@menke.com | (415) 362-5200 John D. Menke is…
View detalsInformation in 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. We have assumed that many of our readers may be interested in accomplishing this objective without sacrificing the identity of their companies, jeopardizing the jobs of…
View detalsEconomic Stimulation and Solutions for Creating New American Jobs and for Protecting Existing American Jobs By John D. Menke, Esq. Historical Background of the American Dream Since the very founding of the original thirteen colonies, America has always been known as the land of economic opportunity and as the most capitalistic country on the face…
View detalsApproximately 97 percent of our nation’s businesses are privately-held. In spite of this, charitable and tax-exempt organizations have not achieved particularly significant results in securing major gift income from owners of closely-held companies. The reasons for this apparent oversight may be understandable. Although small business owners may head enterprises worth substantial amounts of money, frequently,…
View detalsBy John D. Menke Although the Employee Stock Ownership Plan (“ESOP”) concept continues to enjoy bipartisan support in Congress, this support is still not deep. Current support for the tax incentives that are essential to the adoption of new ESOPs comes from only a handful of key members of the House and the Senate.Meanwhile, during…
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