Since 1974, Menke has structured over 4,000 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.
John D. Menke
Campbell, CA – M-Group, a leading urban planning firm in the San Francisco Bay Area, has transitioned to an Employee Ownership Model (ESOP) with the guidance of The Menke Group, America’s leading ESOP advisory firm. This transition secures the company’s future, rewards employees for their contributions, and ensures long-term stability for its customers and community.…
Don’t miss this opportunity to discover how ESOPs can align your business goals with the needs of employees and stakeholders.
How Employee Ownership Secures the Future for Legacy Utility Group Legacy Utility Group, a premier infrastructure contractor based in Roseville, California, has made a transformational shift to employee ownership by establishing an Employee Stock Ownership Plan (ESOP). This strategic move not only secures the company’s long-term future but also empowers its workforce, reinforcing a culture…
For CEOs exploring the transformative potential of Employee Stock Ownership Plans (ESOPs), the case of Oliver’s Market, a California-based grocery chain, offers an inspiring roadmap. Oliver’s has long been a staple in Sonoma County, known for its commitment to local sourcing, exceptional customer service, and strong community ties. Oliver’s began its ESOP journey in 2017…
The Historical Evolution of Corovan Corovan’s journey from a small moving service to the largest commercial mover in the Western United States is a testament to its adaptability and forward-thinking strategies. Founded in 1948 by Richard T. Schmitz, Corovan initially offered residential moving services. By 1955, it expanded its horizons by becoming an agent for…
As part of The Menke Group’s fiftieth anniversary celebration, our CEO, Trevor Gilmore, is holding a series of virtual ‘fireside chats’ with our clients to discuss their ESOP journeys. Brent Johnson, CEO of Ringland-Johnson, shared his insights recently. Ringland-Johnson is one of the top industrial and commercial construction firms in the Midwest with a history…
Burlingame, CA, September 24, 2024 – The Menke Group, the leading single-source Employee Stock Ownership Plan (ESOP) provider in the United States, announced that AEC Electric, a commercial electrical contractor covering all of Arizona, has become 100 percent employee-owned with the help of The Menke Group. The ESOP plan extends ownership of the company to…
Burlingame, CA, August 28, 2024 – The Menke Group, the leading single-source Employee Stock Ownership Plan (ESOP) provider in the United States, announced that 2024 marks its fiftieth anniversary of advising companies on designing and managing ESOPs. In addition, the company announced that Trevor Gilmore, former CFO and COO of The Menke Group, was promoted…
Lunch & Learn: ESOP 101 We are pleased to invite you to an exclusive Lunch & Learn event, where you’ll have the opportunity to explore the benefits of selling your business to an Employee Stock Ownership Plan (ESOP). This event, hosted by JPMorgan Chase and The Menke Group, is designed specifically for business owners who…
As we celebrate our 50th anniversary, take a tour of the history of The Menke Group and ESOPs. 1974 The Menke Group, founded by John D. Menke, is incorporated in June. Employee Retirement Income Security Act (ERISA), including ESOP provisions drafted by John D. Menke, is signed into law on September 2. 1975-1985 1975 John…
IRS qualified stock bonus plans and profit-sharing plans have existed in this country since they were first authorized by the Revenue Act of 1921. However, during the ensuing years very few stock bonus plans existed, and most of them were used by publicly traded companies as an employee incentive plan. Instead, most public-traded companies offered…
Employee Stock Ownership Plans (ESOPs) stand at the forefront of transforming how businesses view and engage their workforce. These plans not only offer a route to employee ownership but foster a culture of involvement, commitment, and shared success. The upcoming ‘Let’s Talk ESOPs’ event in Montana, slated for Wednesday, July 31, 2024, at Pacific Steel…
As we move into 2025, businesses are navigating a dynamic economic landscape marked by evolving tax policies, rising employee expectations, and the need for sustainable growth strategies. Whether your goal is reducing corporate taxes, creating liquidity for retiring shareholders, or retaining top talent with competitive benefits, Employee Stock Ownership Plans (ESOPs) offer a proven pathway to success.
This engaging 90-minute webinar will highlight how ESOPs can empower businesses to thrive in 2025 and beyond, providing insights tailored to this year’s unique challenges and opportunities.
With increasing focus on equitable business practices, tax-efficient growth, and employee empowerment, ESOPs have never been more relevant. Research shows that ESOP-owned companies consistently outperform their peers in growth, profitability, and employee satisfaction—key factors in staying competitive in today’s economy.
This webinar is ideal for business owners, CFOs, HR leaders, and advisors seeking actionable strategies to adapt and succeed in 2025’s evolving marketplace.This engaging 90-minute webinar will highlight how ESOPs can empower businesses to thrive in 2025 and beyond, providing insights tailored to this year’s unique challenges and opportunities.
Don’t miss this opportunity to discover how ESOPs can align your business goals with the needs of employees and stakeholders.
10:00AM – 11:30AM PT
11:00AM – 12:30PM MT
12:00PM – 1:30PM CT
1:00PM – 2:30PM ET