Kelly Finnell, J.D., Clu, Aif Email & Phone Number

As one of the nation’s premier Employee Stock Ownership Plan (ESOP) consultants, I've spent more than 40 years helping business owners design and execute ESOPs. I've spoken with organizations and groups about ESOPs for decades, presenting at more than 300 conferences and meetings throughout the U.S. and abroad in London and Sydney. In 2010, I wrote the preeminent ESOP book, "The ESOP Coach: Using ESOPS in Ownership Succession Planning" and this work remains the most comprehensive guide to ESOPs today. I've also published dozens of articles on the use of ESOPs in Ownership Succession Planning, My firm, Executive Financial Services, is a national ESOP consulting firm established in 1981, based in Memphis, Tennessee. Our multi-disciplinary team of experienced, highly qualified professionals has a very narrow focus on the use of Employee Stock Ownership Plans (ESOPs) in Ownership Succession Planning and a very deep level of expertise and experience in this highly specialized field. We have implemented transactions in 38 cities in 19 states. ESOPS are all we do.

Listed skills include Esop, Business Planning, Estate Planning, Strategic Financial Planning, and 13 others.

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  President

  Executive Financial Services, Inc.

  1981 - Present - Memphis, Tennessee, Us

  Founder and President of Executive Finacial Services, Inc., (EFS) an ESOP (Employee Stock Ownership Plan) and Ownership Succesion/Exit Planning firm. Based in Memphis, TN, EFS does business throughout the U.S. EFS is a member of The Business Enterprise Institute, the nation's leading association of Ownership Succession/Exit Planning professionals. ESOP consulting services include: Feasibility Analysis, Plan Design, ESOP Financing, and Repurchase Obligation Studies.