Menke to present at the 2019 NCEO Fall ESOP Forum September 17-18

Sept. 16th, 2019

Assessing ESOP Feasibility: What are the financial, strategic, and cultural issues involved in determining if an ESOP makes sense?

Chuck Bachman, Senior Counsel for Menke, will lead the ESOP feasibility session at the Forum

Chuck Bachman, Senior Counsel for Menke, will lead the ESOP feasibility session on September 17^th. He will cover the key issues – financial, strategic, and cultural – that ultimately determine if an ESOP is right for you and your company. As a CPA and attorney, Chuck specializes in the design and installation of ESOPs, as well as the structuring of ESOP transactions. He has over 25 years of experience and has been involved in hundreds of ESOP transactions. Chuck is a frequent speaker and author on all aspects of ESOPs. He is a member of the California Bar Association, the American Institute of Certified Public Accountants (AICPA), and the NCEO. He is also a member of the Advisory Committee of the ESOP Association, as well as the steering committee of the California/ Western States Chapter of the ESOP Association.

Visit the Menke Booth

Stop by our booth to talk ESOPs with us. Whether its ESOP administration, ESOP valuation, share repurchase obligations, a feasibility study or a second stage transaction, we love to talk ESOPs with you. Learn how you can leverage our deep ESOP expertise to your benefit while saving cost.

About ESOPs

ESOP is an acronym that stands for Employee Stock Ownership Plan. The purpose of an ESOP is to enable employees to acquire a beneficial ownership in their Company without having to invest their own money. As such, they are primarily used for business succession or employee benefit purposes. ESOPs enjoy several tax advantages over their non-ESOP counterparts. According to the NCEO, there are currently around 7,000 ESOP plans in the U.S. According to several studies, ESOP’s often enjoy higher productivity and lower turnover compared to non-ESOP companies.

About Menke

Menke & Associates was formed in 1974, upon the passing of ERISA. John Menke, President of Menke, co-authored the ESOP legislation under ERISA, which codified them into law. Menke has enabled over 3,500 companies to successfully transition to employee ownership. The only single source ESOP advisor, we proudly call ourselves The Nation’s Premier ESOP Advisor. Our comprehensive ESOP platform provides everything you need to setup and maintain an ESOP, including Structuring, Legal & Tax Compliance, Valuation, Repurchase Obligation Studies, Documentation, Debt Capital Raising, Employee Communication, and Administration.

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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.