About

EFS is a National ESOP Consulting Firm

ESTABLISHED IN 1981

• 15 States

• 29 Cities

• 100+ Transactions

  • $290M Largest

  • $10M Smallest

  • $22.5M Median

Our Professional Credentials

• J.D. (Law)
• CPA (Accounting)
• QKA (Qualified 401(k) Administrator)
• LL.M. (Master of Laws in Taxation)
• CLU (Risk Management)
• AIF® (Accredited Investment Fiduciary)

Our Philosophy

We strive to provide our clients comprehensive ESOP consulting services built on a personal relationship based on trust and mutual respect.