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.
