• Home
        • Events
        • Upcoming Events

  • ESOP Guide
  • Maximizing Values

    When navigating options for your company's ownership succession strategy, of course you want the best price. But you also want to protect everything else connected with your life's work: Your employees. Your company culture. Your community.

  • ESOP Tax Benefits

    ESOP tax benefits have been part of the Internal Revenue Service code since 1974. Selling company stock to an ESOP can create significant tax savings for you – so you can use that money to benefit your company, employees and customers instead.

  • The E Is For Employee

    At its heart, an ESOP is an employee retirement plan. Companies contribute an average of 250% more to an ESOP than to a 401(k) plan, and an Ernst & Young report noted that ESOP-owned companies deliver an 11.5% return on employees' retirement accounts.

  • ESOP Stories

    Listen in as Kelly Finnell, President of EFS, shares a favorite story of his about a former ESOP client.

  • Profiles of ESOP Candidates

    One of the questions we hear most frequently is this: 'What is the profile of an ESOP candidate? Would my company be a good candidate?'

By the Numbers


Our annual engagements demonstrate a wealth of successful ESOP transactions, encompassing a wide range of deal sizes. Our expansive portfolio and depth of experience reflects our ability to tackle even the most significant ESOP transactions with expertise and precision.

21
Number of Annual Engagements
$22.5M
Median Transaction Size
$280M
Largest Transaction

Industry Transformations

Our ESOP transactions have empowered businesses and driven success across diverse sectors.

View All

Acclaim

Acclaim

Consulting Reach

EFS’ consulting reach spans coast to coast, allowing us to serve clients in every corner of the country. From small businesses to large corporations, we work with companies of all sizes, providing comprehensive ESOP consulting services nationwide to support their ownership succession planning needs.

Get in Touch

Is an ESOP Right for Me?