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TAG: Kelly Finnell

April 2014 Web Extra: Assembling your ESOP team

April 7, 2014By

Due to the complexities of setting up an employee stock ownership plan (ESOP), featured in “Ownership pride,” proprietors must enlist the help of several experts to ensure the company has a smooth transition to an ESOP. Kelly Finnell, president of Executive Financial Services, calls these individuals your ESOP team and says it typically consists of: The company‚Äôs owner(s) or successor... read more

April 2014 Web Extra: An excerpt from ‘The ESOP Coach’

April 7, 2014By

Kelly Finnell, president of Executive Financial Services, an employee stock ownership plan (ESOP) consulting firm, has centered his entire career on ESOPs and succession strategies. With more than 25 years of experience, Finnell has implemented the plan in small- to mid-size businesses nationwide, including setting up one for Michael Hatcher, president of Michael Hatcher & Associates, who is featured in... read more