- About Us
- Our Solutions
- Articles For Inspiration
- Good Incentives, Bad Incentives
- Which Succession Pathway Are You On?
- Build Business Value/Personal Wealth
- Equity Models via Sell·Pay·Convey®
- Solving the Buy-In Paradox
- Profits Interest and Why We Need It
- A Wide-Angle Tool Saves Taxes
- Getting Beyond a Band of Experts
- Does 'Skin-in-the-Game' Really Work?
- When Conventional Wisdom is Wrong
- Thinking Outside of 401(k) Box
- Are Equity Grants the Holy Grail?
- Paying Fair without Distortion
- Will Hidden Taxes Derail Your Plan?
- Can Stock Options Make You Sick?
- Contact Us
The BOLD Value team is a dedicated provider of purpose-built capital solutions in the greater Washington, D.C. region. Each member of our team of advisors is registered with Sagemark Consulting, a division of Lincoln Financial Advisors. Together we help owners of middle market companies execute strategies for high performance growth and high performance succession. Our aspiration: to transform the lives of owners, executives, employees, and families and to enhance the communities in which they live and work.
How do we do it?
- We help attract, retain, and reward the right leaders using tailored executive compensation solutions.
- We help attract and reward the right owners and investors by refreshing a company’s capital structure at each stage of its growth.
- We help enable key owners and executives to exit the business, in style, using creative strategies for providing corporate benefits, personal planning, and exit planning solutions.