Sponsorship

Many advisory client relationships face severe headwinds due to factors such as the client’s previous experience with advisors, attitude toward change, and openness to

Jun 6, 2025 1 min read Charlotte Advisor Resource

Business Value Growth

New Version of I-9 Form Published

Robert Brody

Brody and Associates, LLC

2 weeks ago

The U.S. Citizenship and Immigration Services (USCIS) has published a new version of the I-9 Form. This latest version features only a handful of

Jun 6, 2025 1 min read Tri-State

Business Value Transfer

The Tax-Smart Exit Strategy Business Owners Shouldn’t Overlook

Drew Bringhurst

Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants)

2 weeks ago

When it comes time to sell a business, many owners are shocked to realize how much of their hard-earned value will go to taxes.

Jun 5, 2025 1 min read Nashville

Owner Life & Legacy

Inspired by the Competition: How One Company Chose an ESOP

Drew Bringhurst

Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants)

2 weeks ago

At Executive Financial Services, we often talk about the strategic power of Employee Stock Ownership Plans (ESOPs), but one client story stands out as

Sponsorship

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