Kicking Off 2023 with The National Center for Employee Ownership

The Menke Group is looking forward to participating in the 2023 meeting series for the The National Center for Employee Ownership. The meeting series is designed for business owners who are evaluating whether an Employee Stock Ownership Plan (ESOP) is the right vehicle for their business succession needs. The first meeting of 2023, entitled “Is an ESOP Right for You?”, will take place in Portland, Oregon on Monday, February 6 and Tuesday, February 7.

Chuck Bachman, Corporate Counsel of The Menke Group, will lead an important session on designing and operating an ESOP

The program is open to companies that are considering an ESOP in their succession planning or new employee owners who want to understand how ESOPs work. The day-and-a-half format provides a practical map of issues for consideration, including valuation, financing, legal issues, plan design, shareholder issues and communications and culture impacts.

Chuck Bachman, Corporate Counsel of The Menke Group, will lead an important session on designing and operating an ESOP.

Plan Design and Operations
Tuesday February 7, 2023
9:35 AM – 10:05 AM

The meeting will take place at the Bidwell Marriott Portland, beginning at midday on Monday, February 6 and concluding on the afternoon of Tuesday, February 7. Pricing and registration information is available on the NCEO site.

This meeting is a great opportunity for business owners to learn more about how to enhance their company’s legacy and benefits plan while getting fair market value with an ESOP. We hope to see you there!

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Upcoming Web Seminar:

Maximize Success with ESOPs in 2025: A Free Webinar for Business Owners, Management, and Employees

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.

What You'll Learn

- What is an ESOP? A comprehensive overview of how ESOPs work and the transformative benefits they offer to companies and employees.
- Solutions for 2025’s Challenges: Strategies to tackle rising labor costs, preserve cash flow, and leverage ESOP tax advantages to build resilience.
- Tax Benefits for Owners & Companies: Explore ways ESOPs minimize taxes while boosting after-tax returns for selling shareholders.
- Attract & Retain Talent: Understand how ESOPs foster employee loyalty, enhance productivity, and drive long-term growth.
- Valuation & Financing Insights: Learn how ESOP valuations are conducted and discover flexible financing structures that support your business goals.

Why 2025 is the Year to Explore ESOPs

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.