Latest Past Events

Webinar: Consider an ESOP, If…

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 […]

Webinar – ESOPs: Lessons Learned

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 learned from our 35 years of ESOP experience through case studies. We will discuss positive and negative characteristics of ESOP candidates by examining some recent transactions, […]

ESOPs: Advanced Considerations

You're Invited to join us on July 16, 2020 for the next Executive Financial Services Webinar 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. The speakers discuss how a […]

Recognized Thought Leaders


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

Fax 901.682.8653

Connect with Us