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Menke & Associates
Information may not be reliable

We provide all the services needed to design and install an Employee Stock Ownership Plan or ESOP, including Structuring, Legal and Tax Compliance,
Address255 California St Fl 10 San Francisco, CA 94111-4916
Phone(415) 362-5200
Websitewww.menke.com
ESOP Design & Installation | ESOP Administration | ESOP Appraisals

Providing Comprehensive ESOP Services for Over 35 Years


“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.”
John D. Menke

An Open Letter to Business Owners from John D. Menke
Tax Alert for Business Owners!
Why Should You Consider an ESOP?
The Origin and History of the ESOP and Its Future Role as a Business Succession Tool
A Modest Proposal for a New, New Deal

ESOP Pros and Cons
ESOP: A New Tax Savings Tool for Owners of Small Businesses

The ABC's of ESOPs
Equity Compensation Alternatives for ESOP Companies

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 of the plan. At your request, we will also prepare a detailed study regarding the feasibility of the plan.

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 experienced administrators is to provide all of the services needed to administer your ESOP so that your Human Resources staff does not need to spend needless time on this matter.

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