Latest Past Events

ESOP Activity Update

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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 […]

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 […]

ESOPs: Advanced Considerations

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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

901.259.7979
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