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Webinar: Consider an ESOP, If…

September 16, 2020 @ 11:00 am - 12:00 pm

Many business owners think their only liquidity opportunity is a sale to private equity or to a competitor. Employee stock ownership plans (ESOPs) provide an alternative liquidity strategy that allow owners to receive full value, on a tax-advantaged basis, while rewarding employees and protecting their jobs. In this webinar, which is new to our webinar series, you will learn how to identify when an ESOP may be an appropriate planning strategy.

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Kelly O. Finnell, J.D., CLU, AIF

Kelly Finnell is one of the nation’s premier ESOP consultants and one of the most sought after speakers on this subject. He has spoken at more than 300 conferences and meetings throughout the U.S. and London and Sydney. He has published 14 articles on the use of ESOPs in ownership succession planning and is the author of of one of the most highly-acclaimed books on the subject, The ESOP Coach: Using ESOPs in Ownership Succession Planning. Kelly is the president of Memphis-based Executive Financial Services, Inc.

Andrew T. Holmes, LL.M., QKA

Andrew joined Executive Financial Services, Inc. in 2010 and currently serves as vice president and shareholder. Since joining EFS, Andrew has assisted on numerous complex middle-market ESOP transactions. Andrew has co-authored the article, “Consider ESOPs as an Estate Plan Component for Business Owners,” and “Consider ESOPs in Legacy Planning,” in Estate Planning and received the Qualified 401(k) Administrator credential from ASPPA. He frequently conducts speaking engagements for the NCEO, NBI, and NACVA.


September 16, 2020
11:00 am - 12:00 pm

Recognized Thought Leaders


Executive Financial Services, Inc.
3350 Players Club Pkwy, STE 330
Memphis, TN 38125

Fax 901.682.8653

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