Executive Financial Services, Inc.

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

901.682.7581
Fax 901.682.8653
Email info@execfin.com

ESOPs > Motivations >

Shareholder Motivations

To diversify personal wealth without incurring tax liability or giving up control of the company.
To facilitate the transfer of ownership to the next generation without giving ownership away.
To pass ownership to key management, who may not have the funds available to acquire the shares outright and wants a future market for their acquired shares.
To buy out a partner.
To implement a plan to minimize estate tax liability.

Company Motivations

To raise capital at a reduced cost to expand the business.
To create an employee ownership culture to increase profitability and aid in employee recruiting and retention.
To create a 100% employee owned company that is also 100% exempt from federal (and most state) taxation.
To spin off a line of business without selling to an industry competitor.

Tax Incentives >>

Disclaimer

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.