Resources

Utilize Executive Financial Services’ many informative resources about Employee Stock Ownership Plans (ESOPs). Explore our diverse collection of podcasts, publications, press releases, and articles, among other valuable pieces, all designed to provide you with expert insights into ESOPs. Whether you’re a business owner, financial professional, or simply curious about ESOPs, our media resources offer a deep dive into this dynamic field.

For any media inquiries or press-related questions, please reach out to Molly Coyne. Molly is available to provide valuable insights and assistance for media related to ESOPs for business owners and their financial and legal networks. Feel free to connect with her to schedule interviews with our partners, request additional information, or explore collaboration opportunities.

Stay up to date with ESOP news and developments with our comprehensive media resources, allowing your team to stay informed about the latest trends, developments, and success stories in the world of ESOPs.

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Video Resource Center

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?'