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ESOP
Candidate Questions

• Would you like to sell your company, pay no tax on the gain and at the same time significantly reduce your estate tax?

• Did you know that your company can purchase your stock and fully deduct the entire purchase price?

• Are you interested in getting liquidity out of your company on a tax-favored basis so that you can diversify your wealth while still retaining control of your company?

• Did you know that as a 100% ESOP owned S-corporation you can achieve a significant competitive advantage by eliminating all income taxes on company earnings?

• Did you know that you can help creditor proof yourself by selling all or a portion of your company to an ESOP?

• Did you know that employees do not own the stock in their ESOP accounts and almost never get to vote it?

• Have you ever had your company valued by a professional? Did you know that as many business owners undervalue as overvalue their companies?

• Did you know that an ESOP can supplement a sale to an Insider(s) (including family members) and an estate planning disposition of your company?

• Did you know that you can sell all or a portion of your company to an ESOP today and subsequently sell the company to a 3^rd party?

• Did you know that an ESOP is the most tax-efficient strategy for getting cash out of your company to pay financial obligations under a divorce decree and avoid having to sell your company or give stock to an ex-spouse?

For more information contact:

Kelly O. Finnell, J.D., CLU, AIF^®

Executive Financial Services, Inc.

3350 Players Club Pkwy, Ste 330

Memphis, TN 38125

Phone: 901.259.7979

Email: kfin@execfin.com

www.esopcoach.com