Latest Past Events

ESOP Activity Update


ESOP activity continued to boom in 2020 and there are many factors in play that could cause the boom to accelerate in 2021 and beyond. In this new EFS webinar we will discuss the increased awareness of ESOPs among business owners and their advisors, the factors that will cause ESOP activity to accelerate, key financial […]

ESOPs: Lessons Learned

You're Invited to join us on March 16, 2021 for the next Executive Financial Services Webinar ESOPs: Lessons Learned Tuesday, March 16, 2021, Noon - 1:00 ET What Julius Caesar said more than 2000 years ago is still true today: "Experience is the teacher of all things." In this webinar, we will share¬†some key lessons […]

ESOPs: Advanced Considerations


Selling a company to an Employee Stock Ownership Plan (ESOP) provides a business owner with a tax-efficient ownership succession planning strategy. This webinar will go beyond the ESOP basics to discuss advanced ESOP considerations.

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3350 Players Club Pkwy, STE 330
Memphis, TN 38125

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