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Announcements
February 21, 2011
ANNOUNCEMENT: FINNELL TO SPEAK AT NCEO SEMINAR
Kelly O. Finnell, J.D., CLU, AIF® will speak at the National Center for Employee Ownership’s 2012 Conference in Minneapolis. The conference, which will be held April 24-27, will be attended by approximately 900 business leaders and employee ownership professionals.
Kelly will speak on the topic “Advanced Forecasting and Accounting for ESOP Repurchase Obligations.” Kelly also will moderate the half day pre-conference session on “Compensation Issues for Privately Held Companies.”
February 06, 2012
ANNOUNCEMENT: KELLY FINNELL TO SPEAK AT THE AMERICAN MOVING & STORAGE ASSOCIATION ANNUAL CONFERENCE
Kelly O. Finnell, J.D., CLU, AIF® will speak at the American Moving & Storage Association Annual Conference in Las Vegas, Nevada on February 13. Kelly’s presentation, “Innovations in Ownership Succession Planning,” will examine owners’ options for liquidity and succession planning including management buyouts (MBOs), Employee Stock Ownership Plans (ESOPs), and sales to third parties.
The American Moving & Storage Association (AMSA) is a non-profit trade association established in 1936.
Its membership includes 3,200 professional movers who move household goods interstate (between states) as well as storage in a secure warehouse.
Its annual conference is attended by more than 3,000 owners and operators of moving and storage companies across the United States.
March 24, 2011
ANNOUNCEMENT: EFS LAUNCHES NEW WEBSITE
(www.execfin.com) Executive Financial Services, Inc. is excited to announce the launch of the next generation website for this national ESOP consulting firm. The site features a great deal of new content designed to inform professional advisors and business owners about the many benefits of Employee Stock Ownership Plans (ESOPs) in ownership succession planning.
Included in the new site is a description of how ESOPs work, their tax incentives, case studies and a summary of the ESOP process. The site also describes our ESOP services, which include the following:
- Feasibility Studies
- Plan Design
- Transaction/Financing Design
- Employee Communication
- Repurchase Obligation Planning
- “Mature” ESOP Planning
February 09, 2011
ANNOUNCEMENT: FINNELL TO SPEAK AT ESOP CONFERENCE
Kelly Finnell, president of Executive Financial Services Inc. and author of the “ESOP Coach: Using ESOPs in Ownership Succession Planning” will be speaking at the National Center for Employee Ownership (NCEO)/Beyster Institure Annual Conference in Denver, Colorado on April 12. Kelly’s topics will include “Equity Compensation Plan Types and Rules” and “Putting a Plan in Place: Board and Fiduciary Issues.”
Executive Financial Services, Inc. is a national ESOP consulting firm established in 1981 and based in
- Feasibility Studies
- Plan Design
- Transaction/Financing Design
- Employee Communication
- Repurchase Obligation Planning
- “Mature” ESOP Planning
January 21, 2011
ANNOUNCEMENT: NEW ESOP ENGAGEMENT
Executive Financial Services, Inc. (“EFS”) has been engaged by a defense contractor (the “Company”) as the lead advisor on a transaction that will result in the Company becoming a 100% ESOP owned S-corporation. The Company, which has a fair market value of $150M, is using the ESOP as a tax-efficient method of transitioning ownership and maintaining the Company as an independent employee-owned business. EFS will be leading an implementation team that will include Morgan Lewis & Bockius (legal) and Stout Risius & Ross, Inc. (financial advisor).
For more information about how an ESOP can help companies achieve their ownership succession planning goals, please contact me at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or 901.259.7979.
January 01, 2011
NEW TEAM MEMBER-ANDREW T. HOLMES
Executive Financial Services, Inc. is pleased to announce that Andrew T. Holmes has joined the Firm as Legal Counsel, effective today. Andrew brings to this position an outstanding educational background that includes:
- Graduating from the University of Tennessee with a B.S. in Accounting;
- Receiving his Jurist Doctor degree from the Mississippi College School of Law where he was a member of the National Order of Barristers, was on the Dean's list, served as Chair of the Moot Court Board’s External Competition Committee and was a Regional Semifinalist in the 2009 National Trial Competition;
- Receiving his LL.M. in Taxation from the Washington University School of Law where he received
Andrew brings added strength to our ESOP and Ownership Succession Consulting capabilities with his in-depth knowledge of corporate, partnership, LLC and estate taxation. He quickly will become a key member of our highly skilled professional team.