EFS ESOP Consultants

Financial ServicesTennessee, United States2-10 Employees

Executive Financial Services is a national ESOP consulting firm established in 1981 and based in Memphis, Tennessee. 

Our multi-disciplinary team of experienced, highly-qualified professionals has a very narrow focus on the use of Employee Stock Ownership Plans (ESOPs) in Ownership Succession Planning and a deep level of expertise and experience in this highly specialized field. We have implemented transactions in 38 cities in 19 states.

ESOPS are all we do. We guide our clients through each step of the ESOP process as we know that selling your company is more than merely a transaction. It's honoring your life's work and legacy.

We assist with every process of the ESOP experience, including:

•	Feasibility Studies
•	Plan Design
•	Transaction/Financing Design
•	Employee Communication
•	Mature Planning

Please reach out with any questions about the ESOP process or what it might look like for you.

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