At Menke, 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.
ESOP Design and Installation
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.
ESOP Administration
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.
ESOP Appraisals
Sansome Street Appraisers, Inc., a wholly-owned subsidiary of The Menke Group, Inc., is an appraisal register which contracts with independent appraisal firms to provide business valuation appraisals and opinions for privately-held companies.
