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Business Description
Menke & Associates specializes in designing and installing employee stock ownership plans. The firm offers comprehensive services needed to design and install an ESOP, including structuring, legal and tax compliance, valuation, documentation, debt capital raising, employee communication and administration. It has designed and installed more than 2,000 ESOPs since 1974. Menke prepares and provides various employee communications materials, including general explanation booklets, which explain the background and philosophy of ESOPs, and summary plan descriptions, which explain the technical aspects of the plan. Through its wholly owned subsidiary, Menke Capital Corp., the firm provides investment banking services with respect to ESOP transactions, including raising and structuring of bank debt. Menke & Associates is headquartered in San Francisco, and operates offices throughout the United States in Delaware, Georgia, California, Illinois and Oregon.
Hours

Regular Hours

Extra Phones

Phone: (415) 268-2200

Phone: (415) 781-0340

Phone: (415) 576-8120

Neighborhoods
Financial District, Northeast San Francisco
AKA

TRI Investment Advisors

Nichols Investment Advisors

Categories
Investment Securities, Financing Consultants, Investment Management, Financial Planners, Mutual Funds, Financial Planning Consultants, Investment Advisory Service, Investments, Financial Services

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