Nicholas K. Niemann

“Kelly and I have had the opportunity to work together with a number of business owners over the years to help design the right transition or exit plan for each situation. The ESOP is one of the key alternatives we discuss, since it brings so many business and tax advantages to the table. What distinguishes Kelly from other ESOP advisors is his ability to explain the ESOP strategy in a way that is simple to understand and which is on point with the needs of the business owner. Through this book, Kelly is sharing the insights he and his team have gained through the many years which they have specialized in this field. Kelly and I share a common objective in our transition and exit planning practices, which is to help business owners beat the odds by achieving the legacy they wish to achieve. I am glad to see Kelly share these important ESOP strategies with both business owners and with other exit planning advisors.”

Recognized Thought Leaders


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

Fax 901.682.8653

Connect with Us