Executive Financial Services, Inc.

7660 Poplar Pike, 2nd Floor
Germantown, TN 38138 (map)


901.682.7581
Fax 901.682.8653
Email info@execfin.com

Candidates

  • What if your company could take a loan from a bank (perhaps to fund expansion or facilitate ownership succession to a key management group or family members) and the repayments of the loan principal were tax deductible?
  • What if the proceeds of this loan could be used to buy a portion of your stock ownership in the company and you didn't incur any tax liability?
  • What if such a sale did not require you to give up control of your company in the process?
  • Finally, what if your S corporation could become a "tax-exempt" entity?

 

If any one or all of these scenarios is appealing, you should probably be investigating an ESOP.

M Financial GroupDisclaimer

Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Executive Financial Services is owned and operated independently from M Holdings Securities, Inc. Executive Financial Services is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.