Latest Past Events

ESOPs in Ownership Transition

Did you know: That a business owner can sell his or her business on a tax-free basis and continue to be active in the business after the sale? That a company can receive a tax deduction for principal payments on a loan? That a company can deduct the dividends that it pays on its stock? […]

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, […]

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

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