EFS is a National ESOP Consulting Firm
ESTABLISHED IN 1981
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15 States
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29 Cities
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100+ Transactions
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$290M Largest
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$10M Smallest
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$22.5M Median
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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.