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Our History

Executive Financial Services (EFS) is a national Employee Stock Ownership (ESOP) consulting firm established in 1981 and based in Memphis, Tennessee. Our multi-disciplinary team of experienced, highly qualified professionals has a very narrow focus on the use ofESOPs in Ownership Succession Planning and a very deep level of expertise and experience in this highly specialized field.

For over four decades, we have successfully implemented ESOP transactions for companies of all sizes across many industry sectors. Our practice has allowed us to assist companies all across the United States–from the eastern seaboard to the western Rockies.We have implemented transactions in 45 cities in 22 states.

EFS strives to provide clients with the best long-term value available from a financial advisory firm, reliable and accurate service, and a personal relationship built on trust and mutual respect. We seek to add value and provide solutions to owners and their companies through our knowledge and experience, unbiased/revenue-neutral advice, and informed judgment.

Transaction History:

  • 100+ Transactions
  • $290M Largest
  • $10M Smallest
  • $22.5M Median