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Executive Financial Services, Inc.

efsbuilding a national ESOP consulting firm established in 1981 and based in Memphis, Tennessee. Our multi-disciplinary team of experienced, highly qualified professionals has a very narrow focus on the use of Employee Stock Ownership Plans (ESOPs) in Ownership Succession Planning and a very deep level of expertise and experience in this highly specialized field. We have implemented transactions in 24 cities in 12 states. 

Kelly Finnell

Executive Financial president Kelly Finnell, is the author of the highly acclaimed book, The ESOP Coach: Using ESOPs in Ownership Succession Planning.



 Sign up for our upcoming 2018 webinars:

ESOP Basics - Wednesday, January 24, 2018

ESOPs: Advanced Considerations - Tuesday, February 27, 2018

Creating Strategies for a Sustainable ESOP Company - Tuesday, March 27, 2018 

All of the webinars are at Noon Est.

Kelly Finnell released a book at the beginning of 2010 called: The ESOP Coach: Using ESOPs in Ownership Succession Planning.

If you are one of the 78.2 million Americans born between 1946 and 1964 (the "Baby Boom" generation) and if you own a business ("Baby Boomer Business Owner") this book was written for you. An ESOP is one of the most powerful planning strategies ever created by the United States Congress. An ESOP lets you get the money you need-and deserve- for retirement without surrendering control of your business or paying exorbitant taxes.

3350 Players Club Pkwy,
STE 330
Memphis, TN 38125

Fax 901.682.8653