ESOPs in Ownership Transition

Join us for our Upcoming Webinar You're Invited to join us on June 9, 2020 for the next Executive Financial Services, Inc. (EFS) Webinar ESOPs in Ownership Transition Tuesday, June 9, 2020, Noon - 1:00 ET Did you know: That a business owner can sell his or her business on a tax-free basis and continue […]

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 […]

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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