ESOPs with Kelly Finnell Listen (20 minutes) to the podcast episode here. This episode features Kelly Finnell, President, EFS ESOP Consultants. Here, he discusses his work in employee stock ownership […]
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ESOP Conversations with Kelly Finnell Listen (30 minutes) to the podcast episode here. Join Kelly as he joins Faith Teope on her podcast Pull to Refresh to discuss the intricacies and […]
When an ESOP is the Right Approach to Exit Planning Listen (55 minutes) to the episode here. Employee Stock Ownership Plans have long been an exit strategy for companies, but […]
Let us share some employee stories 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) […]
Is your company a fit? 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?” […]
A favorite client story of ours Listen in as Kelly Finnell, President of EFS, shares a favorite story of his about a former ESOP client. The client realized that he […]
Understanding your savings potential 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 […]
It’s good to want it all 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 […]
Kelly Finnell, The ESOP Coach, is interviewed by John Brown of the Business Enterprise Institute.
Kelly Finnell, the ESOP Coach, appears on joins Contractor Success Forum on this information-packed episode to discuss ESOPs in the construction industry.
