Menke ESOP Success Score

REPURCHASE OBLIGATION GOVERNANCE

Smart ESOP Management

To know the health of your ESOP and plan for the future, you have to understand your full exposure, both short-term and long-term, including costs you won’t find on your balance sheet. Menke Repurchase Obligation Governance gives you a clear picture of your ESOP’s financial status, with actionable intelligence powered by actuarial and valuation expertise. Our RO Governance packages include your Menke ESOP Success Score, the only tool on the market that provides an easy-to-understand snapshot of the sustainability of your ESOP over the coming years.  

ABOUT MENKE REPURCHASE OBLIGATION GOVERNANCE

STAY INFORMED

All Menke RO Governance clients receive a free annual RO Risk analysis showing your projected total RO liability over the next 10 years. But that is only a starting point. Our RO5 and RO10 packages provide timely, actionable intelligence about the cashflow needed to fund your upcoming share repurchases as required by your ESOP plan. Don’t be caught by surprise; get information you won’t find in any other financial plan.

DATA-DRIVEN

Actuarial projections that considers participant demographics such as retirement, death, diversification, disability, and termination. Packages include a baseline and an alternative scenario to help you map your financial future, with additional scenarios available for purchase.

FLEXIBILITY

Choose from our RO5 or RO10 packages depending on the length of projections, level of customized actuarial analysis, timeframe, and budget you need. Both packages feature your Menke ESOP Success Score , which can’t be found anywhere else.

How healthy is my ESOP? Where will it be in five years?

Your Menke ESOP Success Score gives stakeholders such as the Board, Fiduciaries, Trustees, Lenders, and Appraisers a quick, at-a-glance measurement of the short-term and long-term health and sustainability of your ESOP. Our unique proprietary formula analyzes your company’s predicted cash flow–including off-balance sheet liabilities like Repurchase Obligations–and compares them with ESOP industry benchmarks. With your Menke ESOP Success Score, you can see how your company measures up, get a clear picture of the current and future health of your ESOP, and preview any trouble spots that might be coming up so you can take action early.

RO SCORE

Choose the Repurchase Obligation Governance package that fits your needs, timeline, and budget.