Shows
Behind The Numbers With Dave BookbinderWhat Business Owners Need to Know About ESOPs – Kelly FinnellIf you’ve ever wondered whether an ESOP could be the right succession or liquidity strategy for your business, this episode breaks it down in practical, owner-friendly terms. ESOPs continue to gain traction among business owners, advisors, and management teams looking for a tax-advantaged way to transition ownership while preserving company culture and leadership continuity. In this conversation, we take a clear-eyed look at how ESOPs actually work, who they’re right for, and the real impact they can have on company performance.
In this episode of Behind The Numbers With Dave Bookbinder, I’m joined by Kelly...
2025-11-2531 min
Behind The NumbersWhat Business Owners Need to Know About ESOPs – Kelly FinnellProudly brought to you by The NEW ROI: Return on Individuals - www.NewROI.com
If you’ve ever wondered whether an ESOP could be the right succession or liquidity strategy for your business, this episode breaks it down in practical, owner-friendly terms. ESOPs continue to gain traction among business owners, advisors, and management teams looking for a tax-advantaged way to transition ownership while preserving company culture and leadership continuity. In this conversation, we take a clear-eyed look at how ESOPs actually work, who they’re right for, and the real impact they can have on company perf...
2025-11-2500 min
Behind The NumbersWhat Business Owners Need to Know About ESOPs – Kelly FinnellProudly brought to you by The NEW ROI: Return on Individuals - www.NewROI.com
If you’ve ever wondered whether an ESOP could be the right succession or liquidity strategy for your business, this episode breaks it down in practical, owner-friendly terms. ESOPs continue to gain traction among business owners, advisors, and management teams looking for a tax-advantaged way to transition ownership while preserving company culture and leadership continuity. In this conversation, we take a clear-eyed look at how ESOPs actually work, who they’re right for, and the real impact they can have on company perf...
2025-11-2500 min
ValuationPodcast.com - A podcast about all things Business + Valuation.Inside the ESOP Deal: How Value, Regulation, and Exit Really WorkIn this episode of ValuationPodcast.com, host Melissa Gragg sits down with Kelly Finnell, one of the nation’s top ESOP consultants with over 40 years of experience. Together, they uncover insider strategies behind ESOP valuation, regulations, financing, and exit planning. From misconceptions about fair market value to how ESOP-owned companies merge, this discussion helps business owners, advisors, and valuation professionals understand what really happens inside an ESOP deal.Whether you’re considering selling your business, exploring employee ownership, or advising clients on exit strategies, this episode will help demystify ESOPs and show why they’re booming among baby b...
2025-09-3035 min
The Deep Wealth Podcast - Unlock Your Deep Wealth—In Business and LifeThe Insider Who Spent 43 Years Revealing The Exit Strategy That Outsmarts Private Equity And Protects Your Legacy — Kelly Finnell (#469)Send us a textUnlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast TodayHave Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast!“ Understand finance and accounting as early as you can.” - Kelly FinnellExclusive Insights from This Week's EpisodesInsider Kelly Finnell, with 43 years of expertise, unveils a secret exit strategy that outsmarts private equity and empowers your team. Learn how to cash out at top value, preser...
2025-09-0145 min
Aligned Money ShowUnderstanding ESOPs with Kelly FinnellWe focused on ESOP planning, how long they’ve been around, what they are, who’s a good candidate for one, who’s not, and the value in understanding your options as a business owner when it comes to selling a business, with Kelly Finnell, ESOP expert.
Listen to hear a difference-making tip on how outside the box thinking can benefit you when it comes to evaluating exit options for your business!
You can learn more about Kelly at ExecFin.com, and LinkedIn.
Did you get anything out of this episode? Do us a solid and leave...
2025-08-2624 min
Family Business TodayEpisode 87: Preserving Your Family Business through an Employee Stock Ownership Plan (ESOP)
Our guest today is Kelly O. Finnell, J.D., CLU, AIF®. Kelly is one of the nation’s premier ESOP consultants, having spent more than 40 years helping business owners design and execute ESOPs. Kelly is one of the most sought-after speakers about ESOPs, with experience presenting at more than 300 conferences and meetings throughout the U.S. and abroad in London and Sydney. An accomplished writer, Kelly wrote the preeminent ESOP book, The ESOP Coach: Using ESOPS in Ownership Succession Planning in 2010 and this work remains the most comprehensive guide to ESOPs today. Kelly has also published dozens of ar...
2025-07-0800 min
The Heart-Led Business ShowESOP Magic: Millionaires and Meaning with Kelly FinnellSend us a textCan 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...
2025-06-2431 min
The Heart-Led Business ShowBlunt Wisdom and Heart with Dr. Amy GutmanSend us a textWhat happens when an ER doc brings the same fierce clarity and compassion from the trauma bay into the business world? You get Tough Love MD.In this powerful episode, Dr. Amy Gutman—emergency physician, leadership coach, and founder of Tough Love MD—gets real about what it means to lead with heart and backbone. She opens up about hitting rock bottom in midlife, rebuilding her health, and the raw truth behind her unapologetic leadership style.Dr. Gutman challenges the “kind lies” that keep us stuck and shows how tough love isn...
2025-06-1933 min
Fearless Family BusinessE34: Preserving Family Business Culture Through Employee Ownership (ESOPs) with Kelly FinnellEver thought about using an Employee Stock Ownership Plan (ESOP) as a way to transition your business? In this episode, Adam Hill sits down with ESOP expert Kelly Finnell to break down how these plans work, why they’re the best move for some family-owned businesses, and what it really takes to put one in place.They’ll cover how ESOPs can protect your company’s culture, reward your team, and offer a meaningful path to succession—all while keeping the heart of the business intact.0:00 Intro5:37 Kelly's journey as an ESOP pion...
2025-04-2948 min
Your Business Your Life108. ESOPs Unpacked: A Smart Exit Strategy for Business Owners with Kelly FinnellBusiness owners planning their next chapter often face a tough decision: how to exit without compromising their legacy or selling to private equity.As baby boomers age out of ownership, many are turning to Employee Stock Ownership Plans (ESOPs) for their unique blend of liquidity, tax benefits, and cultural continuity. Yet, understanding the mechanics and long-term impact of an ESOP can feel overwhelming.Join Matt Di Francesco and Kelly Finnell, Premier ESOP Consultant and President at EFS ESOP Consultants, as they explore how ESOPs offer business owners a powerful way to exit on their terms—wh...
2025-04-1733 min
The Freedom Experience with Jean MoncrieffEpisode 50: Succession Without Selling Out: Exploring ESOPs with Kelly O. FinnellIn this episode of The Freedom Experience, I sit down with Kelly O’Finnell—President of EFS ESOP Consultants, author of The ESOP Coach, and one of the leading voices in employee ownership and business succession planning.
With over four decades in the field, Kelly has helped countless business owners transition their companies into ESOPs (Employee Stock Ownership Plans), creating incredible wealth and preserving company culture. In our conversation, we explore how ESOPs aren’t just an exit strategy—but a powerful tool to build legacy, drive alignment, and close the wealth gap for employees. Kelly shares real-wor...
2025-04-1349 min
Human Capital LeadershipThe Impact of Employee-Ownership On Morale and Productivity, with Kelly FinnellIn this podcast episode, Dr. Jonathan H. Westover talks with Kelly Finnell about the impact of employee-ownership on morale and productivity.
Kelly Finnell is a sought-after speaker and leading expert on Employee Stock Ownership Plans. He has spoken at more than 300 conferences and meetings throughout the U.S., London and Sydney, and he is a published author on using ESOPs in succession planning. A trusted resource to business owners and exit planners, Kelly is the author of The ESOP Coach: Using ESOPS in Ownership Succession Planning and the president of Memphis-based EFS ESOP Consultants. Kelly graduated magna...
2025-03-1020 min
The Daily HR Conversations PodcastThe Impact of Employee-Ownership On Morale and Productivity, with Kelly FinnellIn this podcast episode, Dr. Jonathan H. Westover talks with Kelly Finnell about the impact of employee-ownership on morale and productivity.Kelly Finnell is a sought-after speaker and leading expert on Employee Stock Ownership Plans. He has spoken at more than 300 conferences and meetings throughout the U.S., London and Sydney, and he is a published author on using ESOPs in succession planning. A trusted resource to business owners and exit planners, Kelly is the author of The ESOP Coach: Using ESOPS in Ownership Succession Planning and the president of Memphis-based EFS ESOP Consultants. Kelly graduated magna...
2025-03-1025 min
The HR Alchemy PodcastThe Impact of Employee-Ownership On Morale and Productivity, with Kelly FinnellIn this podcast episode, Dr. Jonathan H. Westover talks with Kelly Finnell about the impact of employee-ownership on morale and productivity.Kelly Finnell is a sought-after speaker and leading expert on Employee Stock Ownership Plans. He has spoken at more than 300 conferences and meetings throughout the U.S., London and Sydney, and he is a published author on using ESOPs in succession planning. A trusted resource to business owners and exit planners, Kelly is the author of The ESOP Coach: Using ESOPS in Ownership Succession Planning and the president of Memphis-based EFS ESOP Consultants. Kelly graduated magna...
2025-03-1025 min
The Daily Leadership Conversations PodcastThe Impact of Employee-Ownership On Morale and Productivity, with Kelly FinnellIn this podcast episode, Dr. Jonathan H. Westover talks with Kelly Finnell about the impact of employee-ownership on morale and productivity.Kelly Finnell is a sought-after speaker and leading expert on Employee Stock Ownership Plans. He has spoken at more than 300 conferences and meetings throughout the U.S., London and Sydney, and he is a published author on using ESOPs in succession planning. A trusted resource to business owners and exit planners, Kelly is the author of The ESOP Coach: Using ESOPS in Ownership Succession Planning and the president of Memphis-based EFS ESOP Consultants. Kelly graduated magna...
2025-03-1025 min
Learning about LeadershipThe Impact of Employee-Ownership On Morale and Productivity, with Kelly FinnellIn this podcast episode, Dr. Jonathan H. Westover talks with Kelly Finnell about the impact of employee-ownership on morale and productivity.Kelly Finnell is a sought-after speaker and leading expert on Employee Stock Ownership Plans. He has spoken at more than 300 conferences and meetings throughout the U.S., London and Sydney, and he is a published author on using ESOPs in succession planning. A trusted resource to business owners and exit planners, Kelly is the author of The ESOP Coach: Using ESOPS in Ownership Succession Planning and the president of Memphis-based EFS ESOP Consultants. Kelly graduated magna...
2025-03-1025 min
The Daily Leadership AdvantageThe Impact of Employee-Ownership On Morale and Productivity, with Kelly FinnellIn this podcast episode, Dr. Jonathan H. Westover talks with Kelly Finnell about the impact of employee-ownership on morale and productivity.Kelly Finnell is a sought-after speaker and leading expert on Employee Stock Ownership Plans. He has spoken at more than 300 conferences and meetings throughout the U.S., London and Sydney, and he is a published author on using ESOPs in succession planning. A trusted resource to business owners and exit planners, Kelly is the author of The ESOP Coach: Using ESOPS in Ownership Succession Planning and the president of Memphis-based EFS ESOP Consultants. Kelly graduated magna...
2025-03-1025 min
Leadership Elevation: Mastering the Human ElementThe Impact of Employee-Ownership On Morale and Productivity, with Kelly Finnell
In this podcast episode, Dr. Jonathan H. Westover talks with Kelly Finnell about the impact of employee-ownership on morale and productivity.Kelly Finnell is a sought-after speaker and leading expert on Employee Stock Ownership Plans. He has spoken at more than 300 conferences and meetings throughout the U.S., London and Sydney, and he is a published author on using ESOPs in succession planning. A trusted resource to business owners and exit planners, Kelly is the author of The ESOP Coach: Using ESOPS in Ownership Succession Planning and the president of Memphis-based EFS ESOP Consultants. Kelly graduated magna...
2025-03-1025 min
Leading Through ConnectionThe Impact of Employee-Ownership On Morale and Productivity, with Kelly Finnell
In this podcast episode, Dr. Jonathan H. Westover talks with Kelly Finnell about the impact of employee-ownership on morale and productivity.Kelly Finnell is a sought-after speaker and leading expert on Employee Stock Ownership Plans. He has spoken at more than 300 conferences and meetings throughout the U.S., London and Sydney, and he is a published author on using ESOPs in succession planning. A trusted resource to business owners and exit planners, Kelly is the author of The ESOP Coach: Using ESOPS in Ownership Succession Planning and the president of Memphis-based EFS ESOP Consultants. Kelly graduated magna...
2025-03-1025 min
Daily Leadership Conversations PodcastThe Impact of Employee-Ownership On Morale and Productivity, with Kelly Finnell
In this podcast episode, Dr. Jonathan H. Westover talks with Kelly Finnell about the impact of employee-ownership on morale and productivity.Kelly Finnell is a sought-after speaker and leading expert on Employee Stock Ownership Plans. He has spoken at more than 300 conferences and meetings throughout the U.S., London and Sydney, and he is a published author on using ESOPs in succession planning. A trusted resource to business owners and exit planners, Kelly is the author of The ESOP Coach: Using ESOPS in Ownership Succession Planning and the president of Memphis-based EFS ESOP Consultants. Kelly graduated magna...
2025-03-1025 min
Birth Journeys: Birth Stories and Birth Education for Moms & Pregnant IndividualsPearls of Wisdom: If you could go back, what would you tell yourself?Send us a textImagine facing the transformative journey of motherhood armed with the insights you wish you'd known before your first contraction. Our latest episode in the Birth Journeys podcast, part of the Pearls of Wisdom series, does just that by unwrapping the wisdom shared by mothers who've navigated the unpredictable, often challenging experiences of childbirth. We promise to equip you with not only practical tips on managing societal pressures and preconceived notions about natural birth, akin to preparing for a marathon, but also to highlight the significance of staying flexible with your birth plans and...
2025-02-1033 min
Finish Big 2.0 w/ Mark DormanHow Employee Stock Ownership Plans (ESOPs) Benefit Business Owners (Ep.45)Are you a business owner considering an Employee Stock Ownership Plan (ESOP) or exploring succession strategies? In this episode of the Finish Big Podcast, Mark Gorman delves into ESOP financing, discussing how bank and seller financing typically work together, and the potential advantages of mezzanine loans. Gain insights into tax implications, the role of ESOP trustees, and how these plans can benefit both the business and the community.
This week’s guest, Kelly Finnell, President of Executive Financial Services Inc., offers his expertise on ESOPs. He covers essential topics such as the process, timeline, and personal satisfaction in...
2025-02-0732 min
Finish Big 2.0 w/ Mark DormanHow Employee Stock Ownership Plans (ESOPs) Benefit Business Owners (Ep.45)Are you a business owner considering an Employee Stock Ownership Plan (ESOP) or exploring succession strategies?In this episode of the Finish Big Podcast, Mark Dorman delves into ESOP financing, discussing how bank and seller financing typically work together, and the potential advantages of mezzanine loans.Gain insights into tax implications, the role of ESOP trustees, and how these plans can benefit both the business and the community.This week’s guest, Kelly Finnell, President of Executive Financial Services Inc., offers his expertise on ESOPs. He covers es...
2025-02-0732 minFinish Big 2.0 w/ Mark DormanHow Employee Stock Ownership Plans (ESOPs) Benefit Business Owners (Ep.45)Are you a business owner considering an Employee Stock Ownership Plan (ESOP) or exploring succession strategies?In this episode of the Finish Big Podcast, Mark Dorman delves into ESOP financing, discussing how bank and seller financing typically work together, and the potential advantages of mezzanine loans.Gain insights into tax implications, the role of ESOP trustees, and how these plans can benefit both the business and the community.This week's guest, Kelly Finnell, President of Executive Financial Services Inc., offers his expertise on ESOPs...
2025-02-0732 min
Finish Big 2.0 w/ Mark DormanHow Employee Stock Ownership Plans (ESOPs) Benefit Business Owners (EP 2) S2Are you a business owner considering an Employee Stock Ownership Plan (ESOP) or exploring succession strategies? In this episode of the Finish Big Podcast, Mark Dorman delves into ESOP financing, discussing how bank and seller financing typically work together, and the potential advantages of mezzanine loans. Gain insights into tax implications, the role of ESOP trustees, and how these plans can benefit both the business and the community. This week’s guest, Kelly Finnell, President of Executive Financial Services Inc., offers his expertise on ESOPs. He covers essential topics such as the process, timeline, and pe...
2025-02-0733 minFinish Big 2.0 w/ Mark DormanHow Employee Stock Ownership Plans (ESOPs) Benefit Business Owners (EP 2) S2Are you a business owner considering an Employee Stock Ownership Plan (ESOP) or exploring succession strategies? In this episode of the Finish Big Podcast, Mark Dorman delves into ESOP financing, discussing how bank and seller financing typically work together, and the potential advantages of mezzanine loans. Gain insights into tax implications, the role of ESOP trustees, and how these plans can benefit both the business and the community. This week's guest, Kelly Finnell, President of Executive Financial Services Inc., offers his expertise on ESOPs. He covers essential topics such as the process, timeline, and personal...
2025-02-0733 minFinish Big 2.0 w/ Mark DormanHow Employee Stock Ownership Plans (ESOPs) Benefit Business Owners (EP 2) S2Are you a business owner considering an Employee Stock Ownership Plan (ESOP) or exploring succession strategies? In this episode of the Finish Big Podcast, Mark Dorman delves into ESOP financing, discussing how bank and seller financing typically work together, and the potential advantages of mezzanine loans. Gain insights into tax implications, the role of ESOP trustees, and how these plans can benefit both the business and the community. This week's guest, Kelly Finnell, President of Executive Financial Services Inc., offers his expertise on ESOPs. He covers essential topics such as the process, timeline, and personal...
2025-02-0733 min
The Compassionate Capitalist™ Show with Karen RandsESOPs: A Compassionate Capitalist Approach with Kelly FinnellListen to learn how business raise capital through ESOPS. Karen Rands and Kelly Finnell delve into the complexities and benefits of Employee Stock Ownership Plans (ESOPs). They discuss how ESOPs serve as a liquidity and ownership succession strategy for business owners while also functioning as a retirement plan for employees. Kelly shares his journey into the world of ESOPs, debunks common myths, and highlights the significant tax advantages associated with ESOPs. The conversation emphasizes the compassionate aspect of capitalism, where business owners can reward their employees while securing their financial future.Takeaways ESOPs are a unique...
2025-01-2847 min
DealQuest Podcast with Corey KupferEpisode 325: Unlock the Power of ESOPs in Succession Planning with Kelly FinnellLearn all about how ESOPs can help you sell your business to employees while preserving company culture and maximizing tax benefits.This episode of the DealQuest Podcast with Kelly Finnell is packed with insights! Wondering how to plan for your business exit? Or how an ESOP could provide a smooth transition while rewarding your team?Tune in to hear Kelly break it all down, plus real-world examples of how ESOPs have transformed businesses.Ready to listen?• • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/kellyf...
2025-01-1549 min
Profit With A PlanEP284: Building Legacy and Profit: Exploring ESOPs with Kelly Finnell Building Legacy and Profit: Exploring ESOPs with Kelly Finnell
If you’ve ever wondered how to sell your business while preserving its legacy and empowering your team, this episode is for you. Kelly Finnell shares decades of expertise to help you understand ESOPs and their role in ownership succession planning. Whether you’re planning an exit or looking to create long-term value, this episode will give you the tools to make informed decisions.
Host: Marcia Riner, Business Growth Strategist - Infinite Profit®
Guest: Kelly Finnell, ESOP Consultant - Executive Financial Services, Inc.
E...
2025-01-0735 min
Show Me The WayEp. 60 — Why ESOPs Boost Performance and ProfitsWelcome to the "Show Me The Way" podcast with David Seitter
In this episode of "Show Me the Way," Dave and Kelly Finnell, President of Executive Financial Services, returns to the podcast to discuss the current landscape of Employee Stock Ownership Plans (ESOPs). Kelly discusses the new involvement of the SBA in ESOP lending, the increasing attractiveness of ESOPs for companies of various sizes, and the advantages of ESOPs for business succession planning.
Ep. 60 — Why ESOPs Boost Performance and Profits
In recent years, significant changes have impacted ESOPs. Notably, the Small Business Administration (SBA) has become involved in...
2024-12-1027 min
Birth Journeys: Birth Stories and Birth Education for Moms & Pregnant IndividualsEmbracing Postpartum Emotions with Emily FinnellSend us a textEmily Finnell returns to the podcast, sharing her deeply personal and emotional journey through the postpartum phase of motherhood. With a background as a certified HeartMath coach and former special education teacher, Emily opens up about the emotional turbulence she faced post-C-section, grappling with isolation, self-doubt, and societal pressures that often push new mothers to "bounce back" too quickly. Through candid conversations, we explore how connecting with one's own body can bring peace and alignment, and Emily shares the tools she developed to cultivate self-trust and well-being in both parenting and personal relationships.
2024-12-0252 min
Secrets to Selling Your BusinessESOPs: From Rescue Plans to Ownership TransitionKelly O. Finnell, president of Executive Financial Services, has carved a niche for himself in the ESOP consulting landscape with over four decades of experience dating back to 1979. Finnell's unique perspective on ESOPs has been honed through his extensive involvement in the field, starting from his law school days when he was assigned a project on ESOPs. He strongly believes in the potential of ESOPs for healthy businesses that value their culture and view their enterprise as a legacy to be preserved rather than as a rescue tool for faltering companies. Finnell's understanding of ESOPs has grown over the...
2024-11-2721 min
The ExitEngine™ PodcastThe Exit Engine Podcast Episode 18: ESOPs aka Employee Stock Ownership Plans! (with Kelly Finnell)Jo and John go deep with ESOP guru Kelly Finnell, on the ins and outs of all things ESOP! NOT To BE MISSED! An amazing tool to have in your #exitstrategy portfolio. Kelly's company: https://execfin.com Amazon link to Kelly's book: https://www.amazon.com/ESOP-Coach-Ownership-Succession-Paperback/dp/B010CKUN9UNational Center for Employee Ownership: https://www.nceo.org/The ESOP Association: https://www.esopassociation.org/#exitplanning #sellingyourbusiness Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for...
2024-11-2250 min
Moving Iron PodcastThe Machine Shed #4 - An Explosion In Used Tractor Inventory and a Little Football TalkTakeaways There are many off-season events in football.Brian Kelly's move to LSU raised questions about coaching effectiveness.Nick Saban's potential return to coaching is seen as unlikely.The landscape of college football is leveling out.Vanderbilt's unexpected success against Alabama highlights this shift.The SEC remains a dominant force in college football.The Big 12 has changed significantly over the years.Regionality in college football conferences is diminishing.The tractor market is facing challenges with overproduction.Understanding t...
2024-11-2054 min
Birth Journeys: Birth Stories and Birth Education for Moms & Pregnant IndividualsEmily Finnell's Path Through Loss and the Gift of AdoptionSend us a textTo kick off Season 3, we’re going back to where it all began. Emily Finnell’s story of a harrowing birth experience and a “free-fall into faith” culminates in a beautiful open adoption that was more life-changing than she could have imagined.Have you ever faced a life-altering moment that shattered your expectations and reshaped your path? In this remastered episode, Emily Finnell, a former special education teacher who's become a Leadership Mindset Coach, shares her incredibly moving journey through pregnancy and loss. Emily opens up about her first pregnancy, meticulously planned...
2024-11-0438 min
Accelerate Your Business GrowthThe Power of Employee OwnershipWelcome back to another enlightening episode of Accelerate Your Business Growth! Today, we delve into a subject that is often misunderstood but immensely valuable for business owners: Employee Stock Ownership Plans (ESOPs). Our special guest is Kelly Finnell, president of Memphis-based Executive Financial Services, a leading ESOP consultant, and a sought-after speaker. Kelly regularly shares his expertise on employee ownership across various international platforms, and he's also the acclaimed author of "The ESOP Coach: Using ESOPs in Ownership Succession Planning." In this episode, Kelly breaks down what an ESOP is and how it serves as both a l...
2024-10-2425 min
CRNA School Prep Academy PodcastKetamine: Uses, Effects & Mechanism of Action w. Dr. Kelly Elmore, Mary Baldwin UniversityFREE! CRNA School Interview Prep Guide: https://www.cspaedu.com/uc9a5ih4
Ketamine: A Unique Anesthetic with Diverse Applications
Dive deep into the world of ketamine, exploring its history, pharmacology, mechanism of action, clinical uses, and side effects. Dr. Kelly Elmore, Assistant Program Director at Mary Baldwin University's Nurse Anesthesiology Program, guides listeners through this fascinating drug, highlighting its potential for anesthesia, pain management, and even mental health treatment.
Targeting NMDA Receptors for Dissociative Anesthesia
Ketamine is classified as a dissociative anesthetic, distinct...
2024-10-0226 min
Construction GeniusThe Blueprint for ESOP Success: Planning, Patience, and Clear CommunicationIs an executive or leader in your company struggling? Reach out to Eric to discuss how his transformative executive coaching approach can help. Schedule a 10 minute call with Eric today to learn more: 10minuteswitheric.youcanbook.me Employee Stock Ownership Plans (ESOPs) are a topic many construction companies consider when planning their business transitions. ESOPs are a proven strategy that allows owners to leverage the wealth they've built through hard work and dedication. Kelly Finnell, J.D., CLU, AIF, is one of the nation's premier Employee Stock Ownership Plan (ESOP) consultants. For over four decades, he...
2024-10-0143 min
Finish Big 2.0 w/ Mark DormanHow Employee Stock Ownership Plans (ESOPs) Benefit Business Owners With Kelly Finnell (EP.45)Are you a business owner considering an Employee Stock Ownership Plan (ESOP) or exploring succession strategies? In this episode of the Finish Big Podcast, Mark Gorman delves into ESOP financing, discussing how bank and seller financing typically work together, and the potential advantages of mezzanine loans. Gain insights into tax implications, the role of ESOP trustees, and how these plans can benefit both the business and the community.This week's guest, Kelly Finnell, President of Executive Financial Services Inc., offers his expertise on ESOPs. He covers essential topics such as the process, timeline, and...
2024-09-1232 min
Disruptive Successor PodcastEpisode 181 - Kelly Finnell, Author of The ESOP Coach, Explains How ESOPs WorkKelly Finnell is a leading expert in Employee Stock Ownership Plans (ESOPs) with over 40 years of experience. As one of the nation’s premier ESOP consultants, Kelly has designed and executed numerous ESOPs and has shared his expertise at more than 300 conferences and meetings globally, including in London and Sydney.In 2010, Kelly authored "The ESOP Coach: Using ESOPs in Ownership Succession Planning," the most comprehensive guide on ESOPs available today. He has also published numerous articles on the subject, further establishing his authority in ownership succession planning.Kelly’s firm, Executive Financial Services, established in 1981 and...
2024-09-0628 min
Business Exit SuccessEp #091: A Business Owner's Guide to Retirement and Exit Strategy Using Employee Stock Ownership Plans (ESOPs) with Kelly Finnell, J.D., CLU, AIF® Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos In this episode, we delve deep into Employee Stock Ownership Plans (ESOPs) with one of the nation's leading experts, Kelly Finnell. With over 40 years of experience, Kelly brings a wealth of knowledge and practical advice on how ESOPs can serve as a strategic tool for business owners looking to exit while ensuring a legacy of success and employee success. In today...
2024-05-2937 min
Secrets to Selling Your BusinessESOPs: From Rescue Plans to Ownership TransitionEpisode Summary:Kelly O. Finnell, president of Executive Financial Services, has carved a niche for himself in the ESOP consulting landscape with over four decades of experience dating back to 1979. Finnell's unique perspective on ESOPs has been honed through his extensive involvement in the field, starting from his law school days when he was assigned a project on ESOPs. He strongly believes in the potential of ESOPs for healthy businesses that value their culture and view their enterprise as a legacy to be preserved rather than as a rescue tool for faltering companies. Finnell's understanding of ESOPs...
2024-04-1020 minShow Me The WayEp. 32 — Understanding the Power of Employee Stock Ownership Plans with Kelly FinnellWelcome to the "Show Me The Way" podcast with David Seitter
In this episode of “Show Me The Way,” Dave sits down with Kelly Finnell, J.D., CLU, AIF, President of Executive Financial Services, Inc., to unlock the mysteries of Employee Stock Ownership Plans (ESOPs). With an in-depth look at their strategic benefits for business succession and liquidity planning, along with the potential windfalls for employees as a retirement plan, this episode is a must-listen for business owners and anyone interested in financial planning.
Ep. 32 — Understanding the Power of Employee Stock Ownership Plans with Kelly Finnell
Dave opens...
2023-11-1439 min
The MCG Pediatric PodcastBiliary Atresia and Considerations after the Kasai ProcedureDid you know that 80% of children with biliary atresia who undergo a Kasai procedure will still require liver transplant at some point in their life? Dr. Bade, a pediatric gastroenterologist, joins medical students Tucker Oliver and Sarah Chappell to discuss evaluation and management of infants with biliary atresia. Specifically, they will:
Discuss the presentation and diagnosis of biliary atresia
Explain pathophysiology behind jaundice
Discuss preoperative and postoperative recommendations for the Kasai procedure
Review complications and outcomes of the Kasai procedure
Share advice for navigating the diagnosis of biliary atresia with families
Special thanks to Dr. Rebecca Yang...
2023-10-1534 min
The Exit Planning CoachESOPs and The New Generation of Owners | Part 2This week, John speaks with Kelly Finnell ESOPs. Kelly is one of the premiere ESOP consultants in the country, spending over 40 years helping business owners. Kelly is a speaker, a writer, and more. This is part 2 of a 2 part conversation with Kelly.Want to learn more? Go to: https://exitmap.com/meet-the-team/Connect with John: https://www.linkedin.com/in/johnfdini/============================================“In the past decade surveys have shown that 75% of former business owners are “unhappy” or “have regrets” a year after their transition. The Exit Planning Coach podcast is dedicated to reducing that numbe...
2023-09-0426 minThe Exit Planning CoachESOPs and The New Generation of OwnersThis week, John speaks with Kelly Finnell ESOPs. Kelly is one of the premiere ESOP consultants in the country, spending over 40 years helping business owners. Kelly is a speaker, a writer, and more. This is part 1 of a 2 part conversation with Kelly.Want to learn more? Go to: https://exitmap.com/meet-the-team/Connect with John: https://www.linkedin.com/in/johnfdini/============================================“In the past decade surveys have shown that 75% of former business owners are “unhappy” or “have regrets” a year after their transition. The Exit Planning Coach podcast is dedicated to reducing that numbe...
2023-08-2824 min
Birth Journeys: Birth Stories and Birth Education for Moms & Pregnant IndividualsPearls of Wisdom: What Moms Wish They Had KnownSend us a textJoin me for an enlightening journey through the adventures of motherhood with my exceptional guests. Discover why Jennifer Byrnes champions early mental health support, learn to stop and smell the roses of maternity with Michelle Powers, embrace your ability to face challenges with Jennie Weill, and hear Emily Finnell's call to trust yourself and not rely too heavily on outside advice. Erika Yalowitz and Mila Little remind you to have faith in where you are being led and trust the process.From a practical standpoint, we decode childbirth mysteries like why...
2023-08-0746 minFinish Big 2.0 w/ Mark DormanLeveraging ESOPs in Exit Planning with Kelly O. Finnell, CEO of Executive Financial Services (Ep. 15)No financial advisor understands every strategy and tool to build a perfect business plan. With the niche area of ESOP, even fewer know to use it effectively. That’s why learning from someone who knows is the best option.
In this episode, Mark Dorman speaks with Kelly O. Finnell, J.D., CLU, AIF®, CEO and President of Executive Financial Services, on ESOPs, their role in business planning and how banks are incorporating ESOP financing in their services. Kelly shares his rich 40 years of knowledge on ESOPs and the strategies business owners can leverage in their ownership succession pla...
2023-06-2731 min
The Art of Business Podcast - The latest trends and information that affect your businessSelling Your Business to An ESOPIn this episode, the host, Steven E. Zeller, and his guest, Kelly Finnell, do a deep dive discussion on selling your business to an ESOP.
2023-05-1137 minBirth Journeys: Birth Stories and Birth Education for Moms & Pregnant IndividualsPearls of Wisdom: Postpartum Support and HealingSend us a textPearls of wisdom is a series of The Birth Journeys Podcast, where I highlight some of the most profound thoughts that each mother has shared with me. It is so powerful for birthing people to hear from others who have been through the metamorphosis of motherhood. And it is so important for women to have a voice in this process. In this episode, mothers reflect on postpartum support, and emotional and physical healing. We hear from Ellie Goldstein, Ashley Webb, Megan MacCutcheon, Megan Castanien, Jennifer Byrnes, Emily Finnell, Sacha Han, and C...
2023-05-011h 03
M&A Talk: #1 Podcast on Selling a BusinessFor New Sellers: ESOPs – Can Someone Explain This To Me?Employee stock ownership plans have long been an exit strategy for companies, but they are still misunderstood. Kelly Finnell shares his passion and expertise with ESOPs from his 40 years of specializing in them. Beyond the definition of an ESOP, Kelly offers his insights into the history of ESOPs, the tax benefits they present to owners and employees, what metrics a company should have for an ESOP, what companies would be poor candidates for an ESOP and stories of the successes and challenges involved with an ESOP. View the complete show notes for this episode. Learn...
2023-04-1855 min
Birth Journeys: Birth Stories and Birth Education for Moms & Pregnant IndividualsPearls of Wisdom: Perinatal Emotional HealthSend us a textPearls of wisdom is a series of The Birth Journeys Podcast, where I highlight some of the most profound thoughts that each mother has shared with me. It is so powerful for birthing people to hear from others who have been through the metamorphosis of motherhood. And it is so important for women to have a voice in this process. In this episode, mothers reflect on emotional health. We hear from Ellie Goldstein, Ashley Webb, Megan MacCutcheon, Jennifer Byrnes, and Emily Finnell. To contact Jennifer Byrnes, LPC for perinatal m...
2022-12-2617 min
Exit Your Business Your WayThanksgiving MessageExit Your Business Your Way with host Ross BrannonRoss is a financial advisor who knows that business owners work too hard on growing and caring for their businesses. When it comes to leaving their company, Ross wants to ensure they exit successfully and on their terms. Each week on the Exit Your Business You Way podcast, host Ross interviews experienced business owners, experts, and other professionals ready to teach you practical, effective, and satisfying business exit strategies that will let you exit your business your way.Li...
2022-11-2400 min
Birth Journeys: Birth Stories and Birth Education for Moms & Pregnant IndividualsEmily FinnellSend us a textEmily Finnell is a Diamond Ambassador with Plexus Worldwide and a leadership mindset coach and trainer. She is a mother of two, and in this episode she shares her birth journey, pregnancy loss, and adoption journey. Coaching offerKelly Hof: Labor Nurse + Birth CoachBasically, I'm your birth bestie! With me as your coach, you will tell fear to take a hike!Support the showConnect with Kelly at kellyhof.com Join the Bump & Beyond Online Community!https://www.facebook...
2022-11-0143 min
Exit Your Business Your WayIs an ESOP Exit Strategy for your Business?Kelly Finnell is the founder and president of Executive Financial Services, Inc. (EFS), an ESOP consulting firm based in Memphis, Tennessee. Kelly has advised hundreds of corporations, their shareholders, and directors on using ESOPs in various transactions, including leveraged buyouts, corporate stock repurchases, ownership succession transactions, and corporate re-organizations.Here is what to expect on this week’s show:
Kelly explains what an ESOP, Employee Stock Ownership Plan, is and if it can work for your business
How do employees respond to an ESOP?
How to know if your company is a good ca...
2022-10-2728 min
Contractor Success ForumESOPs in the Construction Industry with Kelly FinnellSend us a textSpecial guest Kelly Finnell joins us on this information-packed episode to discuss ESOPs in the construction industry.Topics we cover in this episode include: The purpose of an Employee Stock Ownership PlanSources of financing for ESOPsWhy ESOPs work for construction companiesThe tax and employee benefits that come with ESOPsWhat makes a good candidate for an ESOPHow to get startedLINKSGet Kelly's ESOP primer at https://www.execfin.com/esops/business-owners/ Visit the episode page at https://contractorsuccessforum.com/ESOP f...
2021-11-0932 min
Exit Coach RadioKelly Finnell - The Impact of the Coronavirus Pandemic on Exit Planning.
Kelly Finnell is an attorney and the president of Executive Financial Services, a national ESOP consulting firm. Kelly is also the author of the highly acclaimed book, "The ESOP Coach: Using ESOPs in Ownership Succession Planning."
Today, we discussed the following questions:
1. What has been the impact of the coronavirus pandemic exit planning strategies?
2. What are the key indicators of a situation where an ESOP might be an appropriate exit planning strategy?
3. what is the process for determining whether a company may be a good candidate for an ESOP?
Kelly i...
2020-09-1221 minExit Coach RadioKelly Finnell - The Impact of the Coronavirus Pandemic on Exit Planning.
Kelly Finnell is an attorney and the president of Executive Financial Services, a national ESOP consulting firm. Kelly is also the author of the highly acclaimed book, "The ESOP Coach: Using ESOPs in Ownership Succession Planning."
Today, we discussed the following questions:
1. What has been the impact of the coronavirus pandemic exit planning strategies?
2. What are the key indicators of a situation where an ESOP might be an appropriate exit planning strategy?
3. what is the process for determining whether a company may be a good candidate for an ESOP?
Kelly i...
2020-09-1221 min