Kelly Finnell, J.D., Clu, Aif Email and Phone Number
Kelly Finnell, J.D., Clu, Aif work email
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Kelly Finnell, J.D., Clu, Aif personal email
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.
Executive Financial Services, Inc.
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PresidentExecutive Financial Services, Inc. 1981 - PresentMemphis, Tennessee, UsFounder 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.
Kelly Finnell, J.D., Clu, Aif Skills
Kelly Finnell, J.D., Clu, Aif Education Details
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The University Of Memphis—Cecil C. Humphreys School Of LawLaw -
The University Of MemphisMagna Cum Laude
Frequently Asked Questions about Kelly Finnell, J.D., Clu, Aif
What company does Kelly Finnell, J.D., Clu, Aif work for?
Kelly Finnell, J.D., Clu, Aif works for Executive Financial Services, Inc.
What is Kelly Finnell, J.D., Clu, Aif's role at the current company?
Kelly Finnell, J.D., Clu, Aif's current role is Premier ESOP Consultant, Author, & Speaker ∙ Helping Business Owners Design & Execute ESOPS for Over 40 Years.
What is Kelly Finnell, J.D., Clu, Aif's email address?
Kelly Finnell, J.D., Clu, Aif's email address is kf****@****fin.com
What schools did Kelly Finnell, J.D., Clu, Aif attend?
Kelly Finnell, J.D., Clu, Aif attended The University Of Memphis—cecil C. Humphreys School Of Law, The University Of Memphis.
What are some of Kelly Finnell, J.D., Clu, Aif's interests?
Kelly Finnell, J.D., Clu, Aif has interest in Lega/bar Associations.
What skills is Kelly Finnell, J.D., Clu, Aif known for?
Kelly Finnell, J.D., Clu, Aif has skills like Esop, Business Planning, Estate Planning, Strategic Financial Planning, Investments, Financial Services, 401k, Succession Planning, Retirement Planning, Financial Planners, Mergers And Acquisitions, Small Business.
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