Mediation

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

Business Value Growth

New Version of I-9 Form Published

Robert Brody

Brody and Associates, LLC

1 week 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)

1 week 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)

1 week 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

Jun 5, 2025 1 min read Nashville

Practice Tips

Profiles of ESOP Candidates

Drew Bringhurst

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

1 week ago

One of the most common questions we hear at Executive Financial Services is: How do I know if my company is a good candidate

Mediation

Fine Print: The Deal’s Not Done Until the Paperwork is Signed

Simulated Legal Negotiation

What's Trending

Healthcare as a Consumer Product: Navigating the System with Price and Quality in Mind

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New Version of I-9 Form Published

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

Inspired by the Competition: How One Company Chose an ESOP

Profiles of ESOP Candidates

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