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Welcome to BSI
BSI is a full service consulting and administration firm which specializes in ESOPs. BSI started business in 1973, and our original and only charter has always been to provide services related to administration and maintenance of Employee Stock Ownership Plans. Along with our San Francisco based parent company, Menke & Associates, Inc., we currently provide such services for nearly 1000 ESOPs nationwide, collectively covering well over a half-million employee owners. Many of the plans we serve are leveraged, ranging in size from 5 to over 10,000 participants, and frequently contain administratively difficult characteristics. It is fair to say that if you can legally do it with an ESOP; we have worked with it, probably many times. Our staff includes consultants, lawyers, accountants, computer and statistical specialists and other professionals of required disciplines providing our clients not only timely and accurate recordkeeping services, but day to day assistance with the many complex compliance and operational issues faced by ESOPs as well. Our principals are nationally recognized ESOP experts. Range of Services: Because of our diversity of expertise, we provide a wide range of professional services. Typically, those services include not only the full range of plan administration assignments, but consulting and training assignments as well. Along with our parent company, we provide all the services needed to design and install an ESOP, including Structuring Legal & Tax Compliance, Valuation, Documentation, Debt Capital Raising if required, Employee Communication, and Administration. Our consulting assignments include creation of employee communication materials, production of the many forms and procedures required to successfully and accurately operate a plan, training of clients' in-house personnel who deal with the plan on a daily basis and assistance in the preparation of special projective studies of ESOP operation for numerous purposes such as budgeting for repurchase obligations. Our web-based plan administration systems provide both speed and accuracy for clients while allowing direct and immediate access to appropriate information involved in the administration process. Additionally, participants can access their plan information online, and conduct the distribution process online as well. All our software is proprietary – written, reviewed and updated by our in-house personnel. BSI also provides administration services for various forms of non-qualified deferred compensation plans, generally affiliated with an ESOP client.	Why Choose BSI ESOPs are not just our specialty - They are our only business. Since our founding in 1973, BSI has provided quality consulting and administrative ESOP services to over a thousand ESOP companies ranging in size from 5 participants to over 10,000. Articles For current articles and the expanded library and website of our parent company, Menke & Associates, Inc. please click on the link www.menke.com