esop,employee stock ownership plan

THE MENKE GROUP

AMERICA’S LARGEST & OLDEST ESOP ADVISOR

Since 1974, Menke has structured over 3,500 ESOPs, the most by any single organization.

We design and install ESOPs for companies with as few as 10 employees and as many as 10,000 employees.

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.

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Years in Business
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ESOPs Designed and Installed
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Administration Clients

Industry- Leading Solutions

Single Source Provider for All ESOP Services

ESOP Design & Installation

Along with corporate management, we will design a plan for the acquisition of stock by the ESOP.
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ESOP Administration

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

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

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

Our affiliate, Menke Capital Corporation, provides investment banking services for the structuring and financing of ESOP buyout transactions.
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*Investment banking services offered through Menke Capital Corporation, Member FINRA and SIPC, an affiliate of Menke & Associates, Inc.

The financial advisory services provided by Menke & Associates, Inc. and the investment banking services provided by Menke Capital Corporation are not meant to be construed as services that constitute an offer to buy or sell, or a solicitation of any offer to buy or sell any securities or financial instruments, or to participate in any particular trading strategy, or to provide investment recommendation on any company for personal investment purposes.  Menke & Associates, Inc. and Menke Capital Corporation do not provide tax or legal advice.  Tax and legal professionals should be consulted separately before implementing any changes to your tax or legal plans or strategies.

READY FOR AN ESOP NOW?

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

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.”
esop,employee stock ownership plan

ESOP Industry News

Brown Construction Employee Stock Ownership Plan

Brown Construction Works with Menke to Become 100% Employee-Owned with an Employee Stock Ownership Plan (ESOP)

San Mateo, CA, March 12, 2024 – The Menke Group, a leading full-service ESOP provider, announced that Brown Construction Incorporated, one of the largest general contractors in the greater Sacramento area and ENR Top 400 general contractor, has become 100% employee-owned with the help of The Menke Group. The Menke Group enabled Brown Construction to…

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esop,employee stock ownership plan

Employee Ownership: Building Resilience and Security

A recent study commissioned by the Employee-Owned S Corporations of America (ESCA) has unveiled a compelling narrative – workers who own their companies through Employee Stock Ownership Plans (ESOPs) enjoy significantly greater employment advantages compared to the broader American workforce. Employee-owned S corporations excel in employee retention, boasting a corporate culture that fosters worker satisfaction.…

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esop,employee stock ownership plan

Bipartisan Legislation Aims to Streamline S-Corp ESOP Implementation for Businesses

Congress is continuing its support for employee ownership in general and ESOPs in particular with the introduction of bipartisan legislation designed to simplify the process of establishing Employee Stock Ownership Plans (ESOPs) for S-Corps. The Promotion and Expansion of Private Employee Ownership Act aims to address the barriers that have historically hindered S-Corp companies from…

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esop,employee stock ownership plan

New Employee Ownership Initiative from the US Department of Labor

Employee ownership is a powerful force for financial well-being and Employee Stock Ownership Plans (ESOPs) benefit both business owners and employees. The US Federal government recognized these factors in the 2023 national budget by including support for provisions dedicated to spurring ESOPs and Congress has introduced bi-partisan measures to advance employee ownership. The drumbeat of…

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esop,employee stock ownership plan

Menke Client Clark-Devon Hardware Highlighted in Chicago Sun Times

A recent Chicago Sun Times article outlined how Menke client Clark-Devon Hardware, a well-established hardware store based in Chicago, has taken a significant step towards empowering its workforce and securing its future by implementing an Employee Stock Ownership Plan (ESOP). By transitioning to employee ownership, Clark-Devon Hardware aims to create a stronger sense of commitment…

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esop,employee stock ownership plan

Menke Case Study: Kennon Products

Protecting High Value Assets Protecting High Value Assets: this phrase expresses the mission for Kennon Products and the litmus test for decisions on investing the company’s resources. Located in the foothills of the Big Horn Mountains in Sheridan, Wyoming, the company’s ability to innovate and excellence in engineering led to its focus on protecting high…

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esop,employee stock ownership plan

Private Equity and Employee Ownership: The ESOP Opportunity

A recent article in Middle Market Growth magazine explores a new trend in private equity: investing in companies with employee stock ownership plans (ESOPs). Private equity has traditionally shied away from these companies, seeing ESOPs as an ‘either-or’ proposition. However, private equity investors are looking at ESOPs with fresh eyes. Recent Federal legislation may well…

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Department of Defense Pilot Program Encourages Contracting with Employee-Owned Businesses

The Department of Defense (DoD) issued a memorandum on November 8, 2022 of great import for employee-owned government contractors. The memorandum describes a pilot program for S-corporations that are 100% owned by an employee stock ownership plan (ESOP) to receive a noncompetitive award for certain follow-on contracts. This pilot program is especially noteworthy since it…

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ESOP Fables at the ASPPA Annual Conference

On October 23, retirement industry professionals will gather in Washington DC for the annual conference of the American Society of Pension Professionals and Actuaries (ASPPA). Menke Group’s CFO and COO, Trevor Gilmore, will address the meeting on the topic of “ESOP Fables: Succeeding with a Powerful Succession Option”. An Employee Stock Ownership Plan (ESOP) is…

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ESOP Updates in Hawaii

The Hawaiian Chapter of The ESOP Association is holding its first in-person event of the year on October 20 and the Menke Group will be there! Our Senior Corporate Counsel, Victor Alam, will be making two presentations at the conference in Honolulu: Current Issues Facing ESOP Companies Special Administration Issues Rebalancing, Reshuffling, Recycling, Diversification and…

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Phil DeDominicis to present ESOP overview for owners, CFOs & CPAs

Sept 15 / Oct 13 / Nov 17, 2022 — Phil DeDominicis will be presenting a webinar for my-cpe.com where he will give an ESOP overview for owners, CFOs & CPAs. This webinar provides a broad overview of ESOPs, discussing key topics such as using them as a business succession tool, how they are structured and financed, typical scenarios where they are used, and the tax differences and benefits between S corporation and C corporation ESOP-owned companies. Attendees will learn about who runs and controls an ESOP-owned business, how ESOP shares are valued compared to other sale options, and how employees can benefit personally and become more productive.

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Nautic Partners Announces Investment in IT Solutions

FORT WASHINGTON, PA. & PROVIDENCE, R.I.–(BUSINESS WIRE)–Nautic Partners (“Nautic”) is pleased to announce that it has finalized the recapitalization of IT Solutions Consulting, Inc. (“ITS”), a market-leading managed information technology (IT) service provider servicing commercial clients throughout the northeast, in partnership with ITS management. Headquartered in Fort Washington, PA, ITS is a full-service IT services…

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

Upcoming Web Seminar:

In 2024, many companies will be looking for ways to minimize corporate taxes and maximize cash preservation, while also maintaining competitive employee benefits. Other companies will be 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?

10:00AM – 11:30AM PT
11:00AM – 12:30PM MT
12:00PM – 1:30PM CT
1:00PM – 2:30PM ET