ESOPs Explained: Succession, Legacy, and Employee Ownership with Kelly Finnell
What if exiting your business did not mean selling out your people, your culture, or your legacy?
In this episode, David Carr sits down with Kelly Finnell, President of EFS ESOP Consultants and one of the nation’s leading experts on Employee Stock Ownership Plans (ESOPs), to unpack how employee ownership can be a powerful succession and liquidity strategy for business owners.
With more than 40 years of experience helping founders transition ownership, Kelly breaks down what ESOPs actually are, how they work, and why they are often misunderstood. Together, David and Kelly explore why ESOPs…
The skinny
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