Menke & Associates
Menke & Associates
Blog Post
  • By: John D. Menke There are good reasons to consider selling your firm to your own employees through an Employee Stock Ownership Plan (ESOP).  No other alternative combines maximum financial advantage with the flexibility that enables you to customize the sale to fit your own particular circumstances.  An ESOP enables you to sell your business outright or gradually in installments.  You can retain...

Menke & Associates
Menke & Associates
Blog Post
  • Session 1 – Introduction Session 2 – ESOP and Retirement Plan Basics Session 3 – Basic ESOP Transactions Session 4 – S Corporation ESOPs Session 5 – Plan Operation Features: The Four Hurdles Session 6 – Advanced ESOP Transactions Session 7 – ESOP Valuation Session 8 – Corporate Governance Session 9 – Key Employee Incentive Plans Session 10 – Administration and Recordkeeping – Six Steps Session 11 ...

Menke & Associates
Menke & Associates
Blog Post
  • SAN FRANCISCO – June 1, 2017 – PRLog — Menke & Associates, Inc., the nation’s largest and oldest employee stock ownership plan (ESOP) advisory firm, announced today that they are becoming a Founding Member of Certified Employee-Owned® (Certified EO), a new certification program for employee-owned companies. “Menke & Associates is majority owned by its employees. We are proud to partner with Certif...

Menke & Associates
Menke & Associates
Blog Post
  • The Brix Group, a leader in onboard entertainment and communication systems for the commercial vehicle industry, has become 100% employee owned. With the help of The Menke Group, The Brix Group has extended ownership to their employees by way of an Employee Stock Ownership Plan. In addition to helping create financial security for employees, the plan is designed to encourage and reward increased e...

Menke & Associates
Menke & Associates
Blog Post
  • By John D. Menke, Esq. A & E firms, like other service businesses, face two challenges to business succession. First, how will the firm finance the buyout of the founders when they are ready to exit the business? Second, how will the firm best be able to provide equity incentives to attract and retain key employees who will become successor management when the founders exit the business? The exit ...

Menke & Associates
Menke & Associates
Blog Post

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