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.
*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.
John D. Menke
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…
Join us for a free, 90-minute web seminar on Wednesday, September 25th, 2024, where industry experts will guide you through the essential benefits of ESOPs. You’ll learn how ESOPs can be structured to meet your specific business needs, ensuring the sustainability and success of your company in 2024 and beyond.
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…
Trust and security are more important than ever, and when it comes to your company’s ESOP, this is especially true. Employees and stakeholders must know that their data is safe and that related reporting processes are managed rigorously. SOC 1 and SOC 2 reports, produced by an independent certified public accounting firm following a comprehensive…
Fountain Valley, CA, April 17, 2024 – The Menke Group, a leading full-service ESOP provider, announced that AV Construction, a renowned healthcare development firm based in Fountain Valley, has become 100 percent employee owned with the help of The Menke Group. The Menke Group will assist AV Construction to extend ownership of the company to…
CONTRIBUTION AND ALLOCATION LIMITATIONS FOR PLAN YEARS ENDING IN 2024 Date: April 2024 C CORPORATION CONTRIBUTION LIMITATIONS (Sec. 404 of the Code): Example: (The Sec. 404 limit is calculated for all employer plans in the aggregate.) Sec. 404 Gross Compensation 1 $345,000.00 Less Sec. 401(k) Salary Reduction 0.00 Less Sec. 125 Salary Reduction 0.00 Net…
On October 12, 2023, the Social Security Administration (SSA) announced the 2024 Social Security Wage base increase from $160,200 to $168,600. The IRS (Internal Revenue Service) announced the 2024 cost-of-living adjustments for various retirement plan limits on November 1, 2023. Below are selected adjustments applicable to employer-sponsored retirement plans effective January 1, 2024. Additional details…
San Mateo, CA, April 2, 2024 – The Menke Group, a leading full-service ESOP provider, announced that Matrix HG, a Concord-based innovator serving the San Francisco Bay Area with commercial HVAC systems, has become 100 percent employee owned with the help of The Menke Group. The Menke Group will assist Matrix HG to extend ownership…
In 2000, Jody Zepnick, founder of Zepnick Solutions, had an idea. He wanted to create a business that would not only serve a growing niche — manufacturing automation — but would also be a place that people want to work for. Fast forward 24 years, Zepnick has provided engineering solutions and equipment for automation to…
In 2024, many companies are looking for ways to minimize corporate taxes and maximize cash preservation, while also maintaining competitive employee benefits. Other companies are 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:
10:00AM – 11:30AM PT
11:00AM – 12:30PM MT
12:00PM – 1:30PM CT
1:00PM – 2:30PM ET