EFS Resources

Explore EFS’s library of ESOP articles, publications, videos, and podcasts. Pick a section below to get started.

Articles & PublicationsEFS ESOP VideosEFS ESOP PodcastsEFS ESOP Case Studies

Roth ESOP White Paper

Roth ESOP White Paper

Distinguishing ESOP Advocacy from “Shared Ownership”

Distinguishing ESOP Advocacy from “Shared Ownership”

Compassionate Capitalism

Compassionate Capitalism

EFS Client, Archer, Announce Big Changes

EFS Client, Archer, Announce Big Changes

Edible Beats restaurant host stand in Denver

EFS Assists Denver’s Edible Beats Become an ESOP

EFS ESOP Consultants helps Zehnder Communications Move to an ESOP

EFS ESOP Consultants helps Zehnder Communications Move to an ESOP

Northwest Indiana Business Magazine

Northwest Indiana Business Magazine

ESOPs: A 40-Year-Old Succession Strategy Attracts New Interest

ESOPs: A 40-Year-Old Succession Strategy Attracts New Interest

Wall Street Journal – Founders Cash Out, but Do Workers Gain?

Wall Street Journal – Founders Cash Out, but Do Workers Gain?

ESOPs: Powerful Tools For Tax and Financial Planning

ESOPs: Powerful Tools For Tax and Financial Planning

ESOPs and Baby Boomer Business Owners

ESOPs and Baby Boomer Business Owners

Pending Tax Increases and Succession Planning

Pending Tax Increases and Succession Planning

Your Exit Options: ESOPs vs. Private Equity & Strategic Buyers - Kelly Finnell podcast

Your Exit Options: ESOPs vs. Private Equity & Strategic Buyers

The Power of Employee Ownership - Kelly Finnell podcast

The Power of Employee Ownership

Selling Your Business Without Losing Its Legacy - Kelly Finnell podcast

Selling Your Business Without Losing Its Legacy

Kelly Finnell on The ExitMap Podcast - Kelly Finnell podcast

Kelly Finnell on The ExitMap Podcast

Selling to Your Employees: How ESOPs Work for Construction Company Succession - Kelly Finnell podcast

Selling to Your Employees: How ESOPs Work for Construction Company Succession

Kelly Finnell Highlights the Power of ESOPs - Kelly Finnell podcast

Kelly Finnell Highlights the Power of ESOPs

Founder Wisdom Podcast with Kelly Finnell - Kelly Finnell podcast

Founder Wisdom Podcast with Kelly Finnell

The Benefits of an ESOP in a Family Business - Kelly Finnell podcast

The Benefits of an ESOP in a Family Business

The Truth About ESOPs: Liquidity, Taxes, and Company Culture - Kelly Finnell podcast

The Truth About ESOPs: Liquidity, Taxes, and Company Culture

The Magic of an ESOP for Exiting Business Owners - Kelly Finnell podcast

The Magic of an ESOP for Exiting Business Owners

Why ESOPs Beat Private Equity for Purpose-Driven Founders - Kelly Finnell podcast

Why ESOPs Beat Private Equity for Purpose-Driven Founders

43 Years Inside the Exit Strategy That Outsmarts Private Equity - Kelly Finnell podcast

43 Years Inside the Exit Strategy That Outsmarts Private Equity

What Business Owners Need to Know About ESOPs - Kelly Finnell podcast

What Business Owners Need to Know About ESOPs

The C-Suite Edge Podcast with Kelly Finnell - Kelly Finnell podcast

The C-Suite Edge Podcast with Kelly Finnell

Understanding ESOPs with Kelly Finnell - Kelly Finnell podcast

Understanding ESOPs with Kelly Finnell

The Impact of Employee Ownership on Morale and Productivity - Kelly Finnell podcast

The Impact of Employee Ownership on Morale and Productivity

Millionaires and Meaning with Kelly Finnell - Kelly Finnell podcast

Millionaires and Meaning with Kelly Finnell

The Exit Engine Podcast, Ep. 18: ESOPs - Kelly Finnell podcast

The Exit Engine Podcast, Ep. 18: ESOPs

Building Legacy and Profit: Exploring ESOPs - Kelly Finnell podcast

Building Legacy and Profit: Exploring ESOPs

Preserving Family Business Culture Through Employee Ownership - Kelly Finnell podcast

Preserving Family Business Culture Through Employee Ownership

ESOPs Unpacked: A Smart Exit Strategy for Business Owners - Kelly Finnell podcast

ESOPs Unpacked: A Smart Exit Strategy for Business Owners

Succession Without Selling Out: Exploring ESOPs - Kelly Finnell podcast

Succession Without Selling Out: Exploring ESOPs

Unlock the Power of ESOPs in Succession Planning - Kelly Finnell podcast

Unlock the Power of ESOPs in Succession Planning

How ESOPs Empower Business Owners & Employees - Kelly Finnell podcast

How ESOPs Empower Business Owners & Employees

ESOPs and the New Generation of Owners, Part 2 - Kelly Finnell podcast

ESOPs and the New Generation of Owners, Part 2

ESOPs and the New Generation of Owners, Part 1 - Kelly Finnell podcast

ESOPs and the New Generation of Owners, Part 1

Understanding the Criteria and Tax Advantages of an ESOP - Kelly Finnell podcast

Understanding the Criteria and Tax Advantages of an ESOP

ESOP Insiders Series: David Solomon & Kelly Finnell - Kelly Finnell podcast

ESOP Insiders Series: David Solomon & Kelly Finnell

Leveraging ESOPs in Exit Planning - Kelly Finnell podcast

Leveraging ESOPs in Exit Planning

Becker Private Equity & Business Podcast

Becker Private Equity & Business Podcast

Pull to Refresh Podcast

Pull to Refresh Podcast

M&A Talk Podcast

M&A Talk Podcast

Is an ESOP the Right Exit Strategy for Your Business? - Kelly Finnell podcast

Is an ESOP the Right Exit Strategy for Your Business?

Kelly Finnell Interviewed by John Brown

Kelly Finnell Interviewed by John Brown

BEI Annual Conference: Kelly Finnell - Kelly Finnell podcast

BEI Annual Conference: Kelly Finnell

Easy as Pie

Easy as Pi

All in the Family

All in the Family

Neither a Borrower Nor a Lender Be ESOP case study

Neither a Borrower Nor a Lender Be

Ultimate ESOP Success case study

Ultimate ESOP Success

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