The seminar focuses on the uses of an ESOP for business succession
purposes and targets an audience of accountants, business owners and
company executives. Please feel free to invite your associates, and
clients who may be considering an ESOP.
We will be reviewing how ESOPs can tax efficiently;
• buy 100% of a business immediately,
• buy shares of a company while the current management and control
structure stays in place,
• buy out a majority partner while giving control to the remaining
shareholders,
• buy out a minority partner while giving 100% control to the remaining
shareholders,
• buy out all shareholders pro rata over a period of time while
transitioning the company to the next generation of managers,
• increase employee productivity and morale,
• use your 401(k) matching dollars or profit sharing dollars to fund the
ESOP,
• increase company cash flow, or
• lower the purchase price of acquisitions.
Menke & Associates, Inc. is the oldest and largest ESOP advisory firm in
the country. Now in our 40th year, we have designed and installed over
2,500 ESOPs and currently provide annual administration, legal and
financing services to over 1,000 ESOP-owned companies. Our staff of
attorneys, administrators, appraisers, and investment bankers welcomes
the opportunity to help you with the design, installation and upkeep of
your ESOP. In the meantime, I am always available to discuss your
succession planning options.