ESOP Transaction Financing Services

ESOP transactions can be funded with multiple sources of capital, including: bank debt, seller debt, company cash, 401(k) lateral transfer, commercial subordinated debt, etc.

Our role in this area includes:

  • Analyze capital needs
  • Recommend the appropriate structure, type, pricing, and amount of financing to be provided by various sources
  • Assist in identifying appropriate lenders
  • Prepare confidential Transaction Financing Request
  • Represent the company in negotiations and assist in closing the financing

Recognized Thought Leaders


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

Fax 901.682.8653

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