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Kyle Coltman

Menke and Associates, Inc
Chief Executive Officer
kcoltman@menke.com
(415) 362-5200 x 1011

Menkeco
Kyle Coltman has worked extensively in the design of employee buyouts since joining the firm in l979. During this time he has supervised several hundred ESOP buyouts for owners of privately-held firms. Mr. Coltman’s responsibilities encompass all phases of deal structuring, financing and coordination of ongoing services. Mr. Coltman graduated with honors from the University of California, San Diego, receiving a B.A. degree in Economics. He received his M.B.A. degree in finance at the University of California, Berkeley.

About Us: Menke & Associates is a nationally recognized firm that specializes in the design and installation of employee stock ownership plans (“ESOPs”). Since 1974 Menke & Associates has provided comprehensive ESOP services including feasibility and design, financial consulting, legal services, employee communication, and plan administration/ record keeping services. Menke & Associates has installed over 3,000 ESOPs.

Upcoming Live Webinars

ESOPS 201: DESIGNING AN EFFECTIVE EMPLOYEE INCENTIVE TO INCREASE PRODUCTIVITY

Available Date(s) Wednesday, July 11, 2018
Wednesday, November 14, 2018

2:00pm Eastern
1:00pm Central
12:00pm Mountain
11:00am Pacific
CostFREE  CPE Credits1.5 hours  Subject AreaTaxes  Course LevelIntermediate  Instructional MethodGroup Internet-Based  PrerequisitesRecommended prerequisite is Module 1.  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other     Please note that the course titles have updated for 2017. Be sure to read the course description carefully to ensure you are registering for the correct course. While suggested, you are not required to take the ESOP course series in order. 

ESOPS 301: HOW TO SELL COMPANY STOCK TO AN ESOP & RESULTING TAX ADVANTAGES

Available Date(s) Wednesday, September 12, 2018
Wednesday, December 5, 2018

2:00pm Eastern
1:00pm Central
12:00pm Mountain
11:00am Pacific
CostFREE  CPE Credits1.5 hours  Subject AreaTaxes  Course LevelIntermediate  Instructional MethodGroup Internet-Based  PrerequisitesRecommended prerequisite is Module 1.  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other     Please note that the course titles have updated for 2017. Be sure to read the course description carefully to ensure you are registering for the correct course. While suggested, you are not required to take the ESOP course series in order. 

ESOPS 101: A DETAILED INTRODUCTION OF EMPLOYEE STOCK OWNERSHIP PLANS

Available Date(s) Wednesday, October 10, 2018

2:00pm Eastern
1:00pm Central
12:00pm Mountain
11:00am Pacific
CostFREE  CPE Credits1.5 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet-Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other      

Self-Study CPE Offered

ESOPS 101: A DETAILED INTRODUCTION OF EMPLOYEE STOCK OWNERSHIP PLANS

Date OfferedJune 13, 2018  CostFREE  Course Length1.5 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet-Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other