Can you build a legacy, empower your team, and still grow your bottom line? 💼❤️
In this powerful episode, we explore how Employee Stock Ownership Plans (ESOPs) can transform not just businesses but lives. I’m joined by Kelly Finnell, President of EFS ESOP Consultants and one of the nation’s top ESOP experts, with over 300 talks and 14 publications to his name.
With more than 40 years of experience, Kelly offers deep insights into how ESOPs work, when to consider them, and why they’re one of the most meaningful tools for ownership succession. We explore the heart of compassionate capitalism—where profits and people are not at odds, but aligned—and discuss how business owners can create lasting legacies by sharing ownership with the people who helped build the company.
🎧 Business with heart? This episode’s for you—owners, entrepreneurs, and purpose-driven changemakers.
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Key Takeaways
About the Guest
Kelly Finnell is a nationally recognized ESOP consultant and President of EFS ESOP Consultants, LLC. He has delivered over 300 talks across the U.S., London, and Sydney, and authored 14 articles and the acclaimed book The ESOP Coach. A magna cum laude graduate of the University of Memphis and its law school, Kelly is a leading authority on ESOPs and ownership succession planning.
Additional Resources
Website: www.esopcoach.com
LinkedIn: www.linkedin.com/in/esopcoach
X: https://x.com/#!/esopcoach
Book: The ESOP Coach: https://tinyurl.com/yxwz3nwj
Explore the Dialogue’s Treasures: Tap here to delve into our conversation: https://tinyurl.com/kelly-finnell
Up Next: Dive into the mission of Cliff Goins IV—investor, entrepreneur, and author of Minding the Wealth Gap—who’s committed to closing the racial wealth gap through practical solutions, purpose-driven leadership, and economic justice.
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