Summer luncheon Growing Beyond the Transaction
Summer luncheon, Growing Beyond the Transaction, with speaker Rob Lawless.
Lucky to have the human connection expert speaking on unlocking the secrets to move beyond surface level networking and creating authentic rapport beyond the deal table.
First of the Year Chapter Luncheon
How much of a business’s value is actually transferable… and how much walks out the door with the owner? We spent time unpacking personal goodwill—and it’s a concept that often gets overlooked until it becomes a problem in a sale.
Final Luncheon of 2025
There’s somebody for everybody! 3 Founders stories of selling to different types of buyers: private equity, individual and ESOP. See you in 2026!
Collaboration Stories
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The Latest News – XPX Nashville
Latest – XPX Nashville
The second installment of their Angel Investing Series is this Thursday, January 22nd with a focus on founders! This is a unique opportunity to
When owners are weighing exit options, an Employee Stock Ownership Plan (ESOP) can deliver an owner liquidity, preserve culture, and build employee wealth, all
When business owners consider selling their company, they often fall into one of two distinct categories. There are those who seek to maximize the
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.
At Executive Financial Services, we often talk about the strategic power of Employee Stock Ownership Plans (ESOPs), but one client story stands out as
One of the most common questions we hear at Executive Financial Services is: How do I know if my company is a good candidate
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Upcoming Chapter Events
Wed ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
Wed ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering