The Evolution of ESOPs as an Exit Path
On the latest episode of Why We Plan, BEI\u2019s John Brown interviews Kelly Finnell, Founder and President of Executive Financial Services, Inc., a Memphis-based firm specializing in Employee Stock Ownership Plans (ESOPs). In addition to walking through the evolution of ESOPs as an exit path, Kelly shares: \n\nHis history of working with and consulting BEI Members \n\nThe importance of continued support and post-transaction advice to business owners \n\nGeneral qualifiers of ESOP candidates \n\nWhere and how to get more ESOP education to fuel conversations with clients and prospects \n\nHis #1 tip to advisor\u2019s who seek to learn more about the intricacies of ESOPs \n\nTune in now! \n\nLearn more about Executive Financial Services, Inc. here: https://www.execfin.com/\n\nConnect with Kelly on Linked in at the following link, or by email at kfin@execfin.com.\nhttps://www.linkedin.com/in/esopcoach/