Insights

Niche Expertise EFS ESOP Consultants specializes exclusively in Employee Stock Ownership Plans, demonstrating deep expertise in this niche, which can be leveraged to target clients seeking specialized ownership transition solutions.

Growing Revenue With an annual revenue range of 10 to 25 million dollars, the company is positioned as a mid-sized firm with the capacity for expansion and increased service offerings within the financial services sector.

Regional Presence Having executed ESOP transactions in 38 cities across 19 states, EFS has a significant geographic footprint, presenting opportunities to connect with regional businesses considering succession planning.

Limited Workforce With only 2 to 10 employees, EFS is a lean organization that may be open to strategic partnerships or technology solutions to expand their capacity and streamline processes.

Alignment with Industry Leaders Operating within the same financial services ecosystem as large firms like Charles Schwab and Fidelity, EFS serves a specialized market segment, indicating potential for scalable service solutions tailored to niche consulting.

EFS ESOP Consultants Tech Stack

EFS ESOP Consultants uses 8 technology products and services including Site Kit, Joomla, MooTools, and more. Explore EFS ESOP Consultants's tech stack below.

Site Kit

Analytics

Joomla

Content Management System

MooTools

Javascript Frameworks

Swiper

Javascript Libraries

Google Maps

Maps

PHP

Programming Languages

Gravity Forms

Web Platform Extensions

Nginx

Web Servers

EFS ESOP Consultants Email Formats	Example	Percentage
FLast@execfin.com	JDoe@execfin.com	50%
FLast@execfin.com	JDoe@execfin.com	50%

EFS ESOP Consultants Email Formats

Example

Percentage

FLast@execfin.com

JDoe@execfin.com

50%

FLast@execfin.com

JDoe@execfin.com

50%

Frequently Asked Questions

What is EFS ESOP Consultants's phone number?

You can contact EFS ESOP Consultants's main corporate office by phone at

+1-603-890-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is EFS ESOP Consultants's official website and social media links?

EFS ESOP Consultants's official website is execfin.com and has social profiles on LinkedIn.

What is EFS ESOP Consultants's NAICS code?

EFS ESOP Consultants's NAICS code is 52 - Finance and Insurance.

How many employees does EFS ESOP Consultants have currently?

As of December 2025, EFS ESOP Consultants has approximately 5 employees across 1 continents, including North America. Key team members include Vice President Of Client Engagement: D. B.President: K. F.Vice President: A. H.. Explore EFS ESOP Consultants's employee directory with LeadIQ.

What industry does EFS ESOP Consultants belong to?

EFS ESOP Consultants operates in the Financial Services industry.

What technology does EFS ESOP Consultants use?

EFS ESOP Consultants's tech stack includes Site KitJoomlaMooToolsSwiperGoogle MapsPHPGravity FormsNginx.

What is EFS ESOP Consultants's email format?

EFS ESOP Consultants's email format typically follows the pattern of FLast@execfin.com. Find more EFS ESOP Consultants email formats with LeadIQ.

When was EFS ESOP Consultants founded?

EFS ESOP Consultants was founded in 1981.

EFS ESOP Consultants

Q: What is EFS ESOP Consultants's official website and social media links?

EFS ESOP Consultants's official website is execfin.com. EFS ESOP Consultants has social profiles on LinkedIn.

Q: How many employees does EFS ESOP Consultants have currently?

EFS ESOP Consultants has approximately 5 employees.

Q: What technology does EFS ESOP Consultants use?

EFS ESOP Consultants's tech stack includes JSON-LD, Google Fonts API, Joomla, Google Hosted Libraries, MySQL.

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.

Insights

Similar companies to EFS ESOP Consultants

Charles Schwab

Northwestern Mutual

Ameriprise Financial

Fidelity Investments

Vanguard

LPL Financial

Merrill Lynch

Morgan Stanley

Raymond James

Edward Jones