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Expertise

Executive Financial Services, is a trusted leader in ESOP consulting, working with business owners nationwide for over forty years. Kelly Finnell, respected speaker and author of The ESOP Coach, along with his partner, Andrew Holmes, specialize exclusively in ESOPs, making them respected advisors for business owners and financial teams year after year.

Deeply experienced and credentialed, the EFS team understands the paramount importance of the function of an ESOP, to:

  • Preserve company culture
  • Maximize sales price
  • Support the next generation leadership
  • Enable senior leadership to remain in an advisory role

EFS’ tailored ESOP solutions, for a wide range of industries, ensures seamless transitions and fosters thriving employee ownership cultures. EFS’ decades of experience, coupled with a personal, direct relationship between business owner and their team, is integral as owners move through the ESOP journey, unlocking the full potential of their business while preserving its values. Partner with EFS and cultivate a lasting legacy.