Events
Contact
Home
Expertise
What We Do
ESOP Feasibility Analysis
ESOP Transaction Implementation
ESOP Transaction Financing Services
Mature ESOP Consulting
FAQs
Why Us
Why EFS
The ESOP Coach
Our History
Acclaim
Who We Serve
Locations
Industries Served
Our Team
Meet the Team
Our Philosophy
Our Credentials
Contact
ESOP Case Studies
Easy as Pi
Read More
All Case Studies
Succession Solutions
Introduction
ESOP Background
How a Leveraged ESOP Works
ESOP Tax Benefits
Key ESOP Issues
ESOPs and Estate Planning
ESOPs and Charitable Planning Opportunities
Characteristics of ESOP Candidates
Conclusion
Resources
Videos & Podcasts
Becker Private Equity & Business Podcast
May 15, 2023
Pull to Refresh Podcast
May 15, 2023
See All
Events
Upcoming Events
Notice
There are no upcoming events.
Publications
ESOP Case Studies
Pending Tax Increases and Succession Planning
ESOPs and Baby Boomer Business Owners
News
Distinguishing ESOP Advocacy from “Shared Ownership”
February 27, 2026
Compassionate Capitalism
September 6, 2023
See All
ESOP Guide
Our Team
Kelly O. Finnell
CEO, President
kfin@execfin.com
Andrew T. Holmes
Shareholder, Vice President
aholmes@execfin.com
Drew Bringhurst
Vice President for Client Engagement
dbringhurst@execfin.com
Benjamin A. Schultz
Senior Analyst
bschultz@execfin.com