ESOP Success ScoreĀ® & Repurchase Obligations

See your ESOPā€™s next 10 yearsā€”before they happen.

Turn complex repurchase dynamics and cashflows into a simple roadmap with next steps your leadership can act on.

Get My ESOP Success Score

Menke Client Perk: Preferred pricing is available for current Menke clients on the ESOP Success ScoreĀ®

ā€œWe saved tremendous time and money working with Menke on our ESOP sustainability and now have a solid game planā€¦ compared to the large consulting firm we hired a few years back, who left us confused.ā€

ā€” Engineering Client

Why this Matters

Your ESOPā€™s repurchase obligation unfolds over timeā€”and it directly affects cashflows, benefit levels, and strategy. The ESOP Success ScoreĀ® gives you a forward-looking, 10-year projection and a plain-English summary so you can plan with confidence and spend more time running the business.

ESOP health gauge from weak to strong
Overall ESOP sustainability at a glance.

What you’ll get

  • 10-Year Sustainability Projection with a clear health score (e.g., Strong / Moderate / Impaired)

  • Cashflow Impact by year, including burn and surplus/deficit

  • Valuation & Cap Table Trajectory and benefit rate context

  • Scenario Views (baseline plus optional what-ifs)

  • Executive Summary with clear action items

  • Investment Policy Template to align decisions going forward

Annual repurchase vs. cash sources with surplus/deficit and burn
Where cash covers needsā€”and where it doesnā€™t.
Request Your Success Score

See it in 2 minutes: Whatā€™s the ESOP Success ScoreĀ® ?

Get clarity, confidence, and a roadmap for your ESOPā€™s future. The video covers the 3 key questions (real cost, cashflow sufficiency, strategy fit) and whatā€™s included in the Score.

10-year sustainability projection, cashflow analysis, cap table & valuation forecastsā€”delivered in a user-friendly, C-suite report.

What you’ll see

    • The real cost drivers of your ESOP (benefit rate, turnover, valuation path)
    • Whether cashflows are sufficient in the years that matter most
    • Where policy adjustments (e.g., timing, recycle/re-lever, funding approach) change outcomes
    • A simple gauge that translates analytics into a visual health check
Executive summary with highlights and action items
Plain-English next steps for leadership.

How it works

    1. Data intake using your existing admin and valuation materials (minimal leadership time).
    2. Model & project the next 10 years with intuitive visuals.
    3. Review & align in a working session focused on decisions.
    4. Deliver a board-ready package: summary, exhibits, and action plan.
Start My Projection

Who’s it for

    • Boards & ESOP Committees
    • CEOs, CFOs & Finance Leaders
    • Trustees, Lenders & Valuators who need a concise, decision-ready view
ESOP lifecycle stages and strategy alignment
Right insights, right stage.

Sample Takeaways

ā€œPeak repurchase years identified; cash surplus expected under baseline.ā€
ā€œModest benefit rate adjustment improves health from Moderate ā†’ Strong.ā€
ā€œBurn concentrated in three years; revised policy smooths impact.ā€
ā€œValuation trend and participant demographics create a right-sized funding plan.ā€
Valuation trajectory and ESOP benefit rate charts over time
How valuation and benefit rate shape outcomes.

Get Your ESOP Success Score

Menke Client Perk: Preferred pricing is available for current Menke clients on the ESOP Success ScoreĀ®

What happens next: Submit the form and our team will follow up to confirm data needs and schedule your kickoff.