Matthew NelsManaging Director, Investment Banking
Menke & Associates
(847) 416-1498
mnels@menke.com

How Can I Help?

Employee Stock Ownership Plans (“ESOPs”) are a flexible corporate finance tool that can satisfy many different ownership situations and Company objectives.

EXIT:

Are you a business owner with any of the following wishes:

  • Defer capital gains taxes on sale proceeds
  • Establish a legacy

GROWTH:

Are you a business owner with any of the following wishes:

  • Convert part or all of your equity into cash without bringing in another partner and without giving up control
  • Increase Company cash flow
  • Improve employee productivity and retention

 


More About Matthew

Interested in transitioning ownership of your business? Menke & Associates provides all the services needed to design and install an Employee Stock Ownership Plan (“ESOP”).  We are the most active firm in the country in the design and installation of ESOPs.  It is also one of the few firms that offers comprehensive ESOP servicing, including financial consulting, ESOP legal services, valuation, administration, employee communications and investment banking.

Most businesses qualify based on the following criteria:

  • Minimum pretax income of approximately $200,000
  • Minimum of 10 employees if business is a C Corporation and 20 employees if business is an S Corporation
  • LP’s, LLC’s and the like can establish ESOPs, but will need to convert to an S or C Corporation before selling shares to ESOP