Financial Analysis & Readiness Assessment

As CEO of The Menke Group, Trevor works closely with founders and owners to guide them through the ESOP process, helping them transition to employee ownership in a way that benefits everyone involved. His role is focused on advising businesses to achieve their succession, liquidity, and ownership goals, leveraging his expertise in finance, tax, and strategic planning. Over his career, he has raised hundreds of millions in bank financing and other funding sources and has created tax structures that advantage founders and business owners.

Trevor is passionate about empowering companies to realize the benefits of employee ownership and building sustainable futures for their teams.

At Menke, Trevor has guided construction, skilled-trades, industrial companies, architecture, engineering, professional services, and others from first assessment to closing table. Every outcome is custom-built: the right percentage sold, the right liquidity and financing mix, the right incentives for the next generation of leaders.

Currently based in San Rafael, CA, Megan was born and raised in Berkeley, CA. Encouraged by two politically active, progressive parents, she grew up engaging in direct action, ranging from protests, to volunteer work, to local political campaigns.

Professionally, she’s run the gamut: restaurants, start ups, established corporations, and nonprofits in sectors ranging from hospitality to entertainment, tech, medical devices, biotech, and co-working. The throughline of her career has been a passion for people and engagement, which has equated to customer service, business development, sales, marketing, and the general herding of (metaphorical) cats. Her work across multiple sectors gives her a unique lens on the challenges facing small businesses across many trades. She is thrilled to bring her diverse experience and skillset to the mission of Project Equity.

Megan graduated NYU’s Tisch School of the Arts with a B.F.A. in Theatre Studies and a double major in Political Theory. In her free time, she enjoys traveling, hiking, attending the theater, cooking, exploring new restaurants, reading, and quality time with her husband and two (actual) cats.