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About Our Firm


Our ESOP Services

Feasibility Studies
Plan Design
Transaction/Financing Design
Employee Communication
Repurchase Obligation Planning
"Mature" ESOP Planning


Our Professional Credentials 

  • J.D.
  • (Law)
  • CPA
  • (Accounting)
  • MBA
  • (Business)
  • LL.M.
  • (Masters of Law in Taxation)
  • CLU
  • (Risk Management)
  • AIF®
  • (Accredited Investment Fiduciary)


    Our Philosophy

    "We strive to provide our clients comprehensive ESOP consulting services built on a personal relationship based on trust and mutual respect."


    3350 Players Club Pkwy,
    STE 330
    Memphis, TN 38125

    Fax 901.682.8653