Executive Financial Services Inc is a financial planner located at 3350 Players Club Pkwy STE 330 in Memphis, TN. The firm specializes in Employee Stock Ownership Plans, offering ESOP feasibility analysis, transaction implementation, financing services and ongoing consulting for business owners considering ownership succession.
Prospective clients should contact the firm directly to confirm current services.
21 annual ESOP engagements
Nationwide consulting reach
Services
ESOP Feasibility Analysis
Evaluates whether a company is a suitable ESOP candidate and assesses ownership succession options.
ESOP Transaction Implementation
Guides the design and execution of ESOP transactions for business ownership transitions.
ESOP Transaction Financing Services
Supports financing and design aspects of ESOP transactions to enable ownership changes.
ESOP Strategy Guidance
Offers an ESOP Strategy Guide and webinars to help owners make informed succession decisions.
Succession Solutions
Assists business owners with exit planning using ESOPs as a key ownership transition alternative.
Frequently Asked Questions
What is an ESOP and how does it work? +
An ESOP is an employee retirement plan in which companies contribute an average of 250% more than to a 401(k) plan, and ESOP-owned companies deliver an 11.5% return on employees' retirement accounts.
What services does Executive Financial Services Inc provide? +
The firm provides ESOP feasibility analysis, transaction implementation, transaction financing services, and mature ESOP consulting for business succession planning.
Who can benefit from an ESOP? +
Business owners considering ownership succession can use an ESOP to exit gradually or quickly while passing ownership to employees and maintaining company independence.
What industries does the firm serve? +
The firm serves business services, distribution, manufacturing, publishing/media, technology, health care services, oil and gas services, retail, and specialty industries.
Where does the firm operate? +
Executive Financial Services Inc is based in Memphis, TN, and provides consulting nationwide.
