Home About Us ESOP Services Offices What is an ESOP? ESOP Information Live ESOP Seminars Free Preliminary Analysis Contact Us Repurchase Obligation Studies Smart ESOP management is understanding your full exposure ‐ both short term and the long term. Our data driven share repurchase study, prepared with the actuarial expertise of Optimizing Foundations, LLC, will provide you with a clear view of where you’re headed. A Menke Repurchase Obligation Study: Gives you timely, actionable repurchase intelligence Is an actuarial projection of the cashflow needed to fund your future share repurchases, as required by your ESOP plan Considers your participant demographics such as retirement, death, diversification, disability and termination Includes a baseline and an alternative scenario; unlimited additional scenarios are available Projects your off‐balance sheet liability, which can be surprising if not properly managed Is integrated with your annual administration and appraisal (if applicable) How often should I have a Repurchase Obligation Study performed? General rule of thumb: every one to three years Key factors are company cashflows, ESOP ownership % and duration, participant count and demographics To obtain best results, the study is done alongside your valuation report Plan sponsors with mature ESOP may need an annual repurchase study Your annual ESOP valuation must contemplate share repurchase obligation, so know it! THE PROCESS: We obtain data, and involve you when necessary We perform our actuarial analysis review our findings with you, which are analyzed and adjusted if necessary. You receive an easy to read report with clear actionable information. Download our Menke Repurchase Obligation Study Overview Upcoming Web Seminar: How Business Owners, Management, and Employees Can Benefit from ESOPs in 2022! Thursday, December 16th, 2021 (1:00PM - 3:00PM EDT) In 2022, many companies will be looking for ways to minimize corporate taxes and maximize cash preservation, while also maintaining competitive employee benefits. Other companies will be looking for ways to create liquidity for shareholders who wish to retire or reduce their ownership stake. This 2-hour web seminar is free-of-charge and will show how ESOPs can be structured to accomplish these and other objectives that may be essential to the sustainability and success of your company in 2022! Among the topics that will be covered are the following: What is an ESOP and what benefits can an ESOP provide to companies and their owners? What are the basic ESOP structures? How are ESOPs typically structured to accomplish any one or more of seven different shareholder/company objectives? What benefits can ESOPs provide for shareholders of S corporations? What benefits can ESOPs provide for shareholders of C corporations? How are companies valued for ESOP purposes? How is ESOP financing structured? What is the impact of an ESOP on employee motivation and productivity? SIGN UP NOW Free Preliminary Analysis Interested in finding out how an ESOP plan could work for your company? For a free preliminary analysis, just fill out our ESOP Feasibility Questionnaire. Recent ESOP News Upcoming Webinar: How Business Owners, Management, and Employees Can Benefit from ESOPs in 2022! Andesa Services Embodies the Spirit of Employee Ownership Month Menke Client Russell Bond & Co. Acquired By Jencap Phil DeDominicis Discusses Employee Stock Ownership Plan Basics on How to Hardscape Podcast IRS Releases Retirement Plan Limits for 2022 Phil DeDominicis to Present Free CPE Webinar on ESOPs – Nov. 11th Millennial Workers Are Drawn to Employee Ownership Values Matthew Nels to Speak at Great Game of Business Conference on Sept. 9 Menke Client Global Tax Management Named to Inc. 5000 When ESOP Companies Make Strategic Acquisitions, Everybody Wins Homegrown Organic Farms Protects Their Culture and Rewards Their Workers with an ESOP Client Case Study: WestLand Resources ESOP Embodies History and Innovation Copyright © 2021 The Menke Group. All rights reserved A Certified Employee Owned (ESOP) Company | Privacy Policy | Site Map