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Kyle Coltman

Menke and Associates, Inc
Chief Executive Officer
kcoltman@menke.com
415.318.1011

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, March 11, 2020: 2:00PM EDT
Wednesday, July 15, 2020: 2:00PM EDT
Wednesday, November 11, 2020: 2:00PM EST

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 since 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, May 06, 2020: 2:00PM EDT
Wednesday, September 09, 2020: 2:00PM EDT
Wednesday, December 02, 2020: 2:00PM EST

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 since 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, June 24, 2020: 2:00PM EDT
Monday, October 26, 2020: 2:00PM EDT

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 OfferedOctober 2, 2019  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