Insights

Niche ESOP Expertise Specialized ESOP consulting firm focused exclusively on ownership succession planning, presenting a clear value proposition for mid-market business owners seeking durable transitions.

Legacy Focus Emphasize willingness to guide clients through every phase of the ESOP process, highlighting long-term relationship potential and ongoing advisory opportunities beyond a single transaction.

Geographic Reach Implemented ESOP transactions across 38 cities in 19 states, signaling scalable capabilities and potential cross-sell opportunities to regional and multi-location companies.

Smaller Firm Advantage Small team size (2–10 employees) coupled with deep ESOP expertise can be positioned as a cost-effective, personalized advisory option for owners seeking tailored, hands-on support.

Revenue Potential Current revenue range ($1M–$10M) suggests targeting growing privately held companies nearing ownership transition and exploring scalable ESOP design and financing services.

EFS ESOP Consultants Tech Stack

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

  • Site Kit
    Analytics
  • Cloudflare
    Content Management System
  • OpenAI
    Generative Ai
  • Swiper
    Javascript Libraries
  • Google Maps
    Maps
  • PHP
    Programming Languages
  • Nginx
    Web Servers
  • Sitelinks Search Box
    Web Tools And Plugins

EFS ESOP Consultants's Email Address Formats

EFS ESOP Consultants uses at least 1 format(s):
EFS ESOP Consultants Email FormatsExamplePercentage
FLast@execfin.comJDoe@execfin.com
100%

Frequently Asked Questions

What is EFS ESOP Consultants's phone number?

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

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

How much revenue does EFS ESOP Consultants generate?

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As of July 2026, EFS ESOP Consultants's annual revenue is estimated to be $1M - $10M.

What is EFS ESOP Consultants's SIC code NAICS code?

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EFS ESOP Consultants's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52 - Finance and Insurance.

How many employees does EFS ESOP Consultants have currently?

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As of July 2026, 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?

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EFS ESOP Consultants operates in the Financial Services industry.

What technology does EFS ESOP Consultants use?

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EFS ESOP Consultants's tech stack includes Site KitCloudflareOpenAISwiperGoogle MapsPHPNginxSitelinks Search Box.

What is EFS ESOP Consultants's email format?

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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?

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EFS ESOP Consultants was founded in 1981.
EFS ESOP Consultants logo

EFS ESOP Consultants

Financial ServicesTennessee, United States2-10 Employees

EFS ESOP Consultants, officially known as Executive Financial Services, is a Memphis-based firm specializing exclusively in Employee Stock Ownership Plans (ESOPs). Founded in 1981, the company focuses on ownership succession planning and provides a full range of ESOP services, including feasibility studies, plan design, transaction and financing design, employee communication, and mature planning. With a national scope, the firm has implemented ESOP transactions across numerous cities and states, offering clients a specialized, multidisciplinary approach to transferring ownership through ESOPs. Serving business owners seeking to preserve legacy and align employee ownership, the company positions itself within the financial services industry as a focused ESOP advisory practice rather than a broader financial services firm. The organization operates from Memphis, Tennessee, and emphasizes guiding clients through all stages of the ESOP process rather than handling generic financial transactions.

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Founded
1981
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    EFS ESOP Consultants's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    EFS ESOP Consultants's revenue is estimated to be in the range of $1M - $10M

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